Burlington, On Personal banking associate (call center) Jobs – 1 Openings This Week

Personal Banking Associate (Call Center)
Tandia Financial Credit Union Ltd. —Ancaster, ON
- $30.90 an hour
- High school diploma or GED
- Bachelor's
- Communication skills
- Paid time off
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Personal Banking Associate (Call Center)
Tandia Financial Credit Union Ltd. —Ancaster, ON
Responsible to identify opportunities to promote, up-sell and cross-sell Tandia's investment products including: savings accounts, term deposits, and registered…
$30.90 an hour
Quick apply
Associate Vice President, Audit, Canadian Personal Banking - North American Contact Center, Corporate Functions and Fraud
TD Bank —Toronto, ON
Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement…
$155,000–$215,000 a year
11d

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Personal Banking Associate (Call Center)

Tandia Financial Credit Union Ltd. -
Ancaster, ON

Quick apply

Job details

Permanent
$30.90 an hour

Qualifications

High school diploma or GED
Bachelor's
Communication skills
Time management

Full job description

We invest in people.

Be part of a banking experience as unique as you are.

Tandia Financial (Tandia) is seeking an Personal Banking Associate to join our Member Solutions Center (call center) team in Ancaster, Ontario. This is a permanent full-time position. This posting is for an existing vacancy and the expected starting rate is $30.90.

Do you have a passion for connecting with others? Do you enjoy finding opportunities' to help other's grow their financial portfolio? Do you have initiative and a flair for multi-tasking? If you answered yes, then you may be right for us.

POSITION OVERVIEW

Reporting to the Manager, Member Solutions Centre, this position markets all of Tandia's products and services ensuring that members’ needs are efficiently met. This position is responsible for accurately and efficiently taking credit applications that come in via our various delivery channels. This position is the primary source for actively soliciting new business by following up on all member contacts generated and promote, up-sell and cross-sell the full range of lending and investment products to meet the growth targets of Tandia Financial at every opportunity. This position is responsible for managing a portfolio of accounts to increase member wallet share to reach annual business plan targets required through the corporate budget process.

KEY RESPONSIBILITIES

Responsible to 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.
Responsible for referring comprehensive financial planning needs of members to a member of the Wealth Management Team.
Responsible for implementing activities to actively promote and cross-sell the products and services of Tandia Financial through personal contact telephone marketing.
Responsible to complete assigned outbound calling to achieve Tandia Financial assigned projects such as term renewals, age benefit updates, and others as assigned.
Responsible to interpret and apply Tandia procedures and policies to ensure compliance.
Responsible to complete all other duties as assigned.

QUALIFICATIONS & REQUIREMENTS

EDUCATION & EXPERIENCE

Minimum 2 - 3 years of relevant experience.
High school diploma; Undergraduate degree or equivalent is an asset.
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.

WHAT WE OFFER

Health and well-being benefits
Retirement savings plan
Paid time off
Banking benefits and discounts

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.

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Personal Banking Associate (Call Center)

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