Financial Services Representative

2 months ago

Brantford, Canada Tandia Financial Credit Union Ltd. 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 experienced Financial Services Representative to join our team in Brantford. The work hours will be considered full-time which means 35.5 hours per week, Monday to Friday.

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 a part of an organization that is proud to treat its members like a neighbour rather than a number?

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

**Your Work at a Glance**

In this role, you will be a vital part of our team. The Financial Services Representative is the primary resource for actively soliciting new sales opportunities (loans, mortgages, lines of credit) and by following up on referrals and identifying target areas; subsequent interactions to capitalize on growth opportunities and meet sales goals. The FSR is an integral part of growing our business and increasing our membership.

With your knowledge you will also be able to effectively up-sell and cross-sell Tandia’s on-book investment options (GICs/Term Deposits). For more comprehensive financial planning needs, you’ll be able to spot the opportunity and refer the member to our Wealth Management team

Excellent member service is a strategy for most financial institutions, but for Tandia, it’s a part of our DNA.

**We are looking for someone who**
- Has proven ability in member service and selling
- Has previous credit underwriting experience and a background in lending
- Has an in-depth knowledge of investments (GICs/Term Deposits), including Registered plans
- Is skilled at financial analysis and mathematical calculations such as ratios, amortization schedules and more
- Understands the Credit Union philosophies and principles
- Demonstrates excellent communication skills
- Is a team player, always willing to jump in and help other team members
- Pays attention to the details, no matter how big or small
- Is proactive, going the extra mile to support our members

**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.

**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.

  • Financial Service Representative

    3 weeks ago

    Brantford, Canada Healthcare & Municipal Employees' Credit Union Full time

    **Position Vacancy** **Job Title**: Financial Service Representative **Job Status**: Permanent Full-Time - One (1) Vacancy **Primary Location**: Brantford Branch **Introduction** Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a...

  • Financial Service Representative

    3 months ago

    Brantford, Canada Healthcare & Municipal Employees' Credit Union Full time

    **Position Vacancy** **Job Title**: Financial Service Representative **Job Status**: Temporary Full-Time - One (1) Vacancy **Primary Location**: Brantford Branch **Introduction** Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a...

  • Financial Service Representative

    21 hours ago

    Brantford, Canada Healthcare & Municipal Employees' Credit Union Full time

    **Position Vacancy** **Job Title**: Financial Service Representative **Job Status**: Permanent Full-Time - One (1) New Vacancy **Primary Location**: Brantford Branch **Introduction** Do you have a passion for helping people? Are you a self-starter who is dynamic, comfortable with change and a skilled problem solver? Can you make sound decisions in a...

  • Customer Service Representative

    2 months ago

    Brantford, Canada BMO Financial Group Full time

    195 Henry Street Brantford Ontario,N3S 5C9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Advisor Associate

    5 months ago

    Brantford, Canada Brittain Group Financial Services Full time

    Financial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...

  • Financial Services Representative Ii

    5 months ago

    Brantford, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Service Representative

    5 months ago

    Brantford, Canada BMO Financial Group Full time

    195 Henry Street Brantford Ontario,N3S 5C9 This position has a guaranteed 18.75 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to...

  • Financial Service Representative

    3 months ago

    Brantford, Canada Gatestone & Co. Inc Full time

    **Discover Gatestone** Established in 1926, Gatestone has been a trailblazer in providing exceptional outsourced Customer Contact Center and Business Process Outsourcing (BPO) services to world-class organizations, including those among the Fortune 500. We are delighted to announce Gatestone's prestigious accolade, as recognized by Forbes in their listing...

  • Financial Services Associate

    5 months ago

    Brantford, 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 Brantford. This is a full-time temporary role and work hours are Monday to Friday with occasional Saturday shifts. Do you have a talent for inspiring people and leading by example while helping...

  • Customer Service Representative

    3 weeks ago

    Brantford, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals in Brantford is looking for a reliable and efficient Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for handling customer transactions, providing excellent customer service, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases...

  • Sales and Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada Kelly Services, Inc. Full time

    Job Title: Sales & Customer Relations SpecialistKelly Services is seeking a highly motivated and detail-oriented Sales & Customer Relations Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with existing customers, identifying new business opportunities, and driving sales...

  • Sales and Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada Kelly Services, Inc. Full time

    Job Title: Sales & Customer Relations SpecialistKelly Services is seeking a highly motivated and detail-oriented Sales & Customer Relations Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with existing customers, identifying new business opportunities, and driving sales...

  • Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    beBee Professionals in Brantford is looking for a highly motivated Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing top-notch customer service, handling customer transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and...

  • Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Customer Service Representative to join our team at beBee Professionals in Brantford. As a Customer Service Representative, you will be responsible for providing excellent customer service, taking customer orders, and preparing food items to meet customer preferences.Key Responsibilities:Providing excellent customer service and...

  • Client Service Representative

    5 months ago

    Brantford, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Patient Service Representative

    5 months ago

    Brantford, Canada Canamerica Imaging Full time

    Patient Services Representative Summary: A patient service representative (PSR) answers patient inquiries about billing, policies and available services. A PSR also acts as a liaison between patients and insurance companies, and facilitates communication between patients and doctors, medical staff and administrative staff, and is responsible for the...

  • Cfo (Chief Financial Officer) - Financial

    3 weeks ago

    Brantford, Canada C4I Canada Full time

    Work Term: Permanent - Work Language: English - Hours: 35 hours per week - Education: Master's degree - Experience: 5 years or more - **Asset languages**: - Afrikaans - ** Work setting**: - Various locations - Business services - Finance - ** Budgetary responsibility**: - $1,500,001 - $4,000,000 - ** Tasks**: - Allocate material, human and financial...

  • Customer Service Representative

    4 weeks ago

    Brantford, Ontario, Canada Savers Value Village Full time

    About the RoleWe are seeking a Customer Service Representative to join our team at Savers / Value Village. As a Customer Service Representative, you will be responsible for creating an awesome experience for our customers, donors, and team members.Key ResponsibilitiesProvide exceptional customer service and support to customers and donorsAssist with sales...

  • Customer Service Representative

    1 month ago

    Brantford, Ontario, Canada Republic Packaging Corp Full time

    Customer Service RepresentativeRepublic Packaging Corp is seeking an experienced Customer Service Representative to join our team at our ISO certified facility in Mississauga, ON. As a key member of our customer-facing team, you will be responsible for providing exceptional support and service to our customers, ensuring their needs are met and exceeded.Key...

  • Customer Service Representative

    1 month ago

    Brantford, Ontario, Canada Republic Packaging Corp Full time

    Customer Service RepresentativeRepublic Packaging Corp is seeking an experienced Customer Service Representative to join our team at our ISO certified facility in Mississauga, ON. As a key member of our customer-facing team, you will be responsible for providing exceptional support and service to our customers, ensuring their needs are met and exceeded.Key...