Tandia Member Solutions Centre Associate

Tandia

Full-time Finance
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Location
hamilton, on, Canada
Posted
June 09, 2026

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: β€’ Identify up-sell opportunities within credit union products β€’ Efficiently gather information to promote loans and mortgages β€’ Connect clients with the Wealth Management Team for comprehensive planning β€’ Implement promotional activities through personal outreach β€’ Carry out designated outbound calling initiatives

Requirements: β€’ Education: High school diploma with related experience β€’ Deep under...