Member Success/Sales Associate

Tandia•Hamilton, ON

1d•CA$57,000 - CA$60,500•Onsite

About The Position

Tandia Financial (Tandia) is seeking a Member Success/Sales Associate to join their Member Solutions Center (call center) team in Ancaster, Ontario. This is a permanent full-time position with an expected salary range of $57,000 - $60,500. The role involves marketing all of Tandia's products and services, taking credit applications, actively soliciting new business, and promoting/up-selling/cross-selling lending and investment products to meet growth targets. The position is also responsible for managing a portfolio of accounts to increase member wallet share and achieve annual business plan targets.

Requirements

Minimum 2 - 3 years of relevant experience.
High school diploma.
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

Identify opportunities to promote, up-sell and cross-sell Tandia's investment products including: savings accounts, term deposits, and registered plans.
Efficiently interview members to promote, up-sell and cross-sell consumer loans, mortgages, lines of credit and credit cards.
Refer comprehensive financial planning needs of members to a member of the Wealth Management Team.
Implement activities to actively promote and cross-sell the products and services of Tandia Financial through personal contact telephone marketing.
Complete assigned outbound calling to achieve Tandia Financial assigned projects such as term renewals, age benefit updates, and others as assigned.
Interpret and apply Tandia procedures and policies to ensure compliance.
Complete all other duties as assigned.