Member Solutions Advisor - Milton Branch

We invest in people.

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

Tandia Financial (Tandia) is seeking a Permanent Full-time Member Solutions Advisor to join our retail team in Milton.

Do you have a talent for inspiring people and leading by example while helping families meet their financial goals? Do you care deeply about increasing financial literacy to help our members secure a better future? Do you want to be part of an organization that is proud to treat its members like their neighbor?

If you answered ‘Yes’, then you are right for Tandia, and we’d like to meet you.

POSITION OVERVIEW

Under the general supervision of the Manager, Member Solutions, markets the Credit Union’s products and services ensuring that members’ needs are efficiently met. Promotes, upsells and cross-sells the full range of lending and investment products and sundry services to meet the needs of the members and the growth objectives of the Credit Union at each opportunity presented. Is the primary resource for actively soliciting new sales opportunities by following up on staff referrals and identifying target areas and subsequent cold calls to capitalize on growth opportunities. Actively participates in all branch campaigns and promotions to meet growth targets. Manages portfolio of assigned accounts while increasing volume of business annually to targets required through annual branch budget.

KEY RESPONSIBILITIES

1. Responsible to identify opportunities to promote, upsell and cross sell the credit union’s deposit and investment products, including savings accounts, term deposits, registered plans and credit insurance products.


2. Responsible to efficiently interview members to promote, up-sell and cross sell consumer loans, mortgages, lines of credit and credit cards. Responsible for completing credit approvals within approved limits subject to credit granting criteria.


3. Responsible for referring the basic financial planning needs of members to a member of the Wealth Management Team.


4. Identifying and developing growth opportunities for increasing the investment and loans portfolios that will meet the set personal sales targets.


5. Identifying and developing activities to actively promote and cross-sell the products and services of the credit union through personal contact and telephone marketing.


6. Executes the marketing programs within the branch to attain loan, deposit, sundry products and other member growth areas defined within the objectives of the marketing program.


7. Interprets and applies branch operating procedures and lending policies to ensure that guidelines are adhered to.


8. Responsible for outbound calling to assigned member portfolio.


9. Actively work on all assigned outbound calling initiatives i.e. Mortgage Maturities, Term Maturities, Campaign Assignments etc.


10. All other duties as assigned.

QUALIFICATIONS AND REQUIREMENTS

EDUCATION & EXPERIENCE

• Successful completion of the CUIC – Consumer and Residential Mortgage Lending course


• Successful completion of CUIC – Fundamentals of Personal Financial Planning course


• Previous credit underwriting experience


• High school diploma plus 4-6 years job related experience or


• Some college plus 2-3 years job related experience or


• Completed college/university plus one year job related experience.


• Willingness to participate in on-going CUIC (Credit Union Institute of Canada) General Studies Program.

KNOWLEDGE

Understanding of credit union's business objectives, philosophies and principles; credit union products and services at 80% minimum "Advanced" knowledge proficiency, policies and legalities regarding lending and deposit services; mathematical calculations on ratios and amortization schedules; credit union policies and procedures relating to banking.

SKILLS

Service and selling; interviewing; decision making; problem solving and conflict resolution; budgeting; time management; keyboarding; policy interpretation; verbal communication; presentation skills; and financial analysis-cashflow. Working knowledge of Word 2010 applications.

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.