Financial Services Associate

1 week ago

Stoney Creek, Canada Tandia Financial Credit Union Full time

**We invest in people.**

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

Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in our Hamilton Region. This is a full-time permanent role and work hours are Monday to Friday with occasional Saturday shifts.

Do you have experience in lending and know the laws and regulations relating to lending, mortgage documentation and administration? Perhaps you have a passion for numbers and mathematical calculations on ratios and amortization schedules? - if so, this could be the ideal role for you

**Your Work at a Glance**

In this role, you will be a vital part of our in-branch team, serving members while actively soliciting new business by following up on all member contacts which are generated, and cross selling products to our members. The Associate is an integral part of growing our business and increasing our membership at this new branch.

With your knowledge you will be able to effectively up-sell and cross-sell Tandia’s on-book investment options. For more comprehensive financial planning needs, you’ll be able to spot the opportunity and refer the member to one of our skilled advisors or other members of our Wealth Management team.

**We are looking for someone who**:

- Has completed a degree / diploma in the field of business or commerce - or has equivalent work experience
- Has a minimum of 1 to 4 years work experience in a service and selling role in a financial institution
- Has knowledge of the financial services industry and a solid grasp of products and services
- Has experience with lending, deposit services, knows the policies and legalities regarding lending and the philosophies and principles of the financial industry
- Has knowledge of investment products and registered plans
- Has an inclination toward numbers, enjoys mathematics and calculations such as ratios, amortization schedules and more
- Has the ability to work accurately and with a high degree of attention to detail
- Is a highly organized and able to manage multiple tasks and deadlines
- Is highly proficient in MS Office products including Word, Excel and Outlook and has strong keyboarding skills
- Has a strong technical acumen and ability to learn systems and tools quickly
- Is comfortable working full-time hours of 35.5 hours per week including evenings and Saturdays to support the operating hours of the branch
- Has reliable transportation and is comfortable with occasional shifts at Tandia’s nearby branches in the Hamilton region.

**As Unique as You**

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique - and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal 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.

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- RRSP match
- Vision care

Schedule:

- Day shift

Ability to commute/relocate:

- Stoney Creek, ON: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- Are you bondable? (Able to successfully pass a criminal and credit check)

**Experience**:

- service and selling role in a financial institution: 2 years (preferred)

Work Location: In person

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