Job Description
Become part of Tandia Financial as a Call Centre Associate in Ancaster, Ontario! Focus on delivering outstanding member service while marketing financial solutions in a full-time capacity.
You’ll be an essential member of Tandia’s team, tasked with effectively promoting and cross-selling products and services to meet member needs. With comprehensive training and support, you will build relationships and enhance member wallet share through dedicated service and follow-ups. Your role is critical in helping members navigate their financial options.
Key Responsibilities: • Identify up-sell opportunities within credit union products • Efficiently gather information to promote loans and mortgages • Connect clients with the Wealth Management Team for comprehensive planning • Implement promotional activities through personal outreach • Carry out designated outbound calling initiatives
Requirements: • Education: High school diploma with related experience • Deep under...
You’ll be an essential member of Tandia’s team, tasked with effectively promoting and cross-selling products and services to meet member needs. With comprehensive training and support, you will build relationships and enhance member wallet share through dedicated service and follow-ups. Your role is critical in helping members navigate their financial options.
Key Responsibilities: • Identify up-sell opportunities within credit union products • Efficiently gather information to promote loans and mortgages • Connect clients with the Wealth Management Team for comprehensive planning • Implement promotional activities through personal outreach • Carry out designated outbound calling initiatives
Requirements: • Education: High school diploma with related experience • Deep under...