Customer Service Representative at Tandia (Hamilton)

Elevate your career with Tandia Financial as a full time Call Centre Associate in Ancaster, Ontario. This role focuses on exceptional member service and promotes a range of financial products. Tandia Financial is actively seeking dedicated Call Centre Associates for its Ancaster location. As a full-time position, you'll support members by promoting and cross-selling various lending and investment products. Your role will involve efficiently managing member interactions and ensuring their financial needs are met through a cooperative approach. Key Responsibilities: - Identify opportunities to up-sell credit union investment products - Interview members to promote loans, mortgages, and lines of credit - Refer financial planning needs to Wealth Management Team - Conduct outbound calls for project assignments - Ensure compliance with credit union procedures and policies Requirements: - High school diploma plus 4-6 years of related experience - Knowledge of credit union products and business objectives - Strong service and sales orientation - Proficiency in Microsoft Outlook, Word, and Excel - Excellent verbal and written communication skills Utilize your interpersonal skills and product knowledge to enhance member experience at Tandia Financial. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ncsi3