We invest in people.
Welcome to Tandia Financial Credit Union, where members are owners, and their unique needs come first. We are actively seeking a seasoned in-branch Senior Member Solutions Advisor to serve our members at our Milton Branch. 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.
What we offer you:
• Employer-sponsored volunteer initiatives
• Competitive wage and career development
• 100% Employer paid premiums on health benefits (no co-pay)
• 3-weeks’ vacation within first year of employment
• A collaborative and supportive work environment
• Discounted loans, mortgages and lines of credit (OAC)
• Free on-site parking
Your Work at a Glance
The Senior Member Solutions Advisor will be responsible for providing exceptional member service, managing on-book investments (GICs) and offering secured lending solutions to meet the unique needs of our members.
The Senior Member Solutions Advisor is also the primary resource for actively soliciting new sales opportunities by following up on staff referrals, identifying target areas to capitalize on growth opportunities and promoting the relationship-based approach to personal banking needs. This role is also suitable for individuals with supervisory experience in a financial institution.
We are looking for someone who:
• Has completed a degree / diploma in the field of business, finance or related, or a combination of education and experience.
• Has at least 5 years of relevant in-branch personal banking experience.
• Experience in managing on-book investments such as GICs or Term Deposits; skilled in spotting quality referral opportunities for our specialized wealth team.
• Strong customer service skills particularly as it relates to managing the borrowing needs of our members and giving exceptional financial advice.
• Thorough knowledge of banking products - inclusive of secured lending (loans, mortgages, lines of credit) with a proven ability to draft and examine complex lending deals.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively.
• Has supervisory experience and proven leadership capabilities; in the branch manager’s absence is able to support the branch operation and take on management duties as appropriate.
• Experience in a credit union is considered an asset.
As a credit union, living the co-operative principles is a part of our long and rich history.
We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.
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.