Financial Service Representative

Tandia Financial Credit Union - Hamilton, ON (30+ days ago)

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Temporary with the potential to become permanent.

MEMBER SOLUTIONS ADVISOR - Upper Wentworth - Floater (Temporary; Part-time)

Reports to: Manager, Member Solutions


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, incoming credit checks 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.


  • 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.
  • 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.
  • Responsible for referring the basic financial planning needs of members to a member of the Wealth Management Team.
  • Identifying and developing growth opportunities for increasing the investment and loans portfolios that will meet the set personal sales targets.
  • Identifying and developing activities to actively promote and cross-sell the products and services of the credit union through personal contact and telephone marketing
  • 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.
  • Interprets and applies branch operating procedures and lending policies to ensure that guidelines are adhered to.
  • All other duties as assigned.



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 requirements; credit union computer and in-depth knowledge of investments including registered plans.


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 2007 applications.


Previous credit underwriting experience and financial sales experience is required

O.S.S.G.D. 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.

Job Types: Part-time, Temporary


  • direct mortgage/loan/line of credit underwriting: 3 years (Required)