Banking Associate at Tandia

Position: Full-Time Banking Associate Role at Tandia
Tandia Financial is seeking a full-time Banking Associate at the Member Solutions Center in Ancaster, Ontario. Utilize your sales expertise to create valuable financial solutions for members.

In this permanent position, you will support both member engagement and Tandia's growth targets. You'll be responsible for managing credit applications and promoting various financial products like consumer loans and investment accounts. Your proactive sales approach will help you build and manage a portfolio of accounts while ensuring members receive exceptional service.

Key Responsibilities:

• Promote cross-selling of key financial products

• Interview members to determine loan options

• Refer comprehensive financial planning needs

• Complete outbound follow-up calls for member projects

• Ensure adherence to Tandia’s policies and standards

Requirements:

• Minimum 2-3 years in a relevant position

• High school diploma; degree is an asset

• Strong sales orientation and organizational skills

• Initiative to manage multiple tasks

• Effective communication with customers

Empower members with tailored financial solutions at Tandia and join a dedicated team committed to their success.
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