Full-time Permanent Call Centre Associate

We invest in people.

Welcome to Tandia Financial, where members are owners, and their unique needs come first. We are actively seeking Call Centre Associates to assist our members at our Call Centre in Ancaster, Ontario. This role is full-time and permanent.

Tandia believes in accountability, community impact, and a cooperative business model that prioritizes people over profits. You're not just a number here; you're an individual with a unique story that matters to us.

Excellent member service is a strategy for most financial institutions, but for Tandia, it’s a part of our DNA.

POSITION OVERVIEW

Under the general supervision of the Manager, Call Centre, this position markets all the credit union’s products and services ensuring that members’ needs are efficiently met. This position is responsible for accurately and efficiently taking credit applications that come in via our various delivery channels. This position is the primary source for actively soliciting new business by following up on all member contacts generated and promote, up-sell and cross-sell the full range of lending and investment products to meet the growth targets of the credit union at every opportunity. This position is responsible for managing a portfolio of accounts to increase member wallet share to reach annual business plan targets required through the corporate budget process.

KEY RESPONSIBILITIES

• Responsible to identify opportunities to promote, up-sell and cross-sell the credit union’s investment products including: savings accounts, term deposits, and registered plans.
• Responsible to efficiently interview members to promote, up-sell and cross-sell consumer loans, mortgages, lines of credit and credit cards.
• Responsible for referring comprehensive financial planning needs of members to a member of the Wealth Management Team.
• Responsible for implementing activities to actively promote and cross-sell the products and services of the credit union through personal contact telephone marketing.
• Responsible to complete assigned outbound calling to achieve credit union assigned projects such as term renewals, age benefit updates, and others as assigned.
• Responsible to interpret and apply credit union procedures and policies to ensure compliance.
• Responsible to complete all other duties as assigned.

QUALIFICATIONS & REQUIREMENTS

EDUCATION & EXPERIENCE

• High school diploma plus 4-6 years job related experience or some college plus 2-3 years job related experience or
• Completion of college/university plus one year of job-related experience

Knowledge

Understanding of credit union’s business objectives; credit union products and services at 80% minimum Working Knowledge proficiency; policies and legalities regarding lending and deposit services; credit union philosophies and principles; mathematical calculations on ratios and amortization schedules; credit union computer system; and in-depth knowledge of investment products including all registered plans. Solid knowledge of credit union lending products as well as laws and regulations relating to lending, mortgage documentation and administration.

Skills

Service and selling; policy interpretation; verbal and written communication; interpersonal skills; keyboarding; problem solving and organizational skills. Working knowledge of Microsoft Outlook, Word and Excel.

COMMITMENT STATEMENT
Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equality of opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.