Member Solutions Associate

Tandia • Hamilton, ON

10d • Onsite

About The Position

Tandia Financial (Tandia) is seeking a Member Solutions Associate to join their Ancaster Branch team. This is a temporary full-time position. The role involves providing a range of services to members, including responding to inquiries, analyzing needs, and offering suitable products or services. The Associate will cross-sell Tandia's products, process transactions, and handle account updates and closures. They will actively solicit new sales opportunities, manage a portfolio of assigned accounts, and participate in branch campaigns to meet growth targets.

Requirements

• Minimum 2 - 3 years of relevant experience.
• High school diploma.
• Active participant in professional development – relevant training programs and courses as assigned.
• Strong sales acumen.
• Proficient organizational and time management skills to work in a fast-paced environment.
• A go-getter who can exercise initiative and be detailed oriented to handle several tasks and changing priorities.
• A strong communicator with established customer experience skills who can connect both verbally and in writing.

Nice To Haves

• Undergraduate degree or equivalent is an asset.

Responsibilities

• Identifying and developing growth opportunities to achieve assigned sales targets and goals.
• Actively soliciting, following up, and cross-selling products and services to increase member wallet share.
• Uncovering opportunities to fulfill member financial needs through in-person discussions and outbound initiatives.
• Opening new memberships and building member relationships through the onboarding process.
• Interviewing members to promote, up-sell, and cross-sell unsecured lending products like consumer loans, lines of credit, and credit cards.
• Assessing credit worthiness using credit granting criteria.
• Providing relevant and qualified referrals to appropriate team members when member needs are identified.
• Adhering to all cash handling procedures in accordance with internal policies.
• Managing treasury functions and balancing/replenishing the ATM.
• Completing members' day-to-day banking needs.
• Tracking activity and results for retention, consolidation, and acquisition as required.
• Working with members to resolve inquiries and/or concerns.
• Interpreting and applying branch operating procedures and lending policies.
• Actively participating in assigned outbound calling initiatives such as Term Maturities, Campaign Assignments, and Retention Calls.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED