Scarborough Branch
410 Progress Ave
Scarborough, ON M1P5J1, CAN
Description
Scope of Position
This dual role serves as an ambassador for new and existing members of Alterna. The incumbent must quickly assess members' needs, identify opportunities for cross-selling and up-selling, and provide appropriate education, advice, products, and services. They will also refer members with more complex needs to the relevant branch partner or Senior Bankers. Additionally, the role involves maintaining a cash drawer and providing member service.
The Personal Banking Associate contributes to the team’s sales goals by assessing members’ financial needs and offering suitable product and service solutions. They proactively promote and deliver a full range of banking products, primarily through member-initiated contact.
Major Responsibilities
* Follow all sales and service processes
* Meet sales targets by delivering products and services that meet members’ primary needs
* Probe to uncover additional needs for cross-selling and up-selling during interactions
* Provide education and advice on basic transactional banking, investments, and credit options
* Execute transaction posting, cash management, administrative, and security procedures accurately
* Identify and refer high-value or high-potential members to appropriate staff
* Maximize growth and retention through opportunity spotting, contributing to branch goals
* Participate actively in branch meetings, sales initiatives, and campaigns
* Be available for walk-in traffic and member-initiated contact
* Collaborate as part of both MSR and Sales teams
* Maintain knowledge of all products and services, including procedural updates
* Utilize sales and service tools effectively during member interactions
* Set and pursue personal development goals, participate in coaching sessions
* Comply with anti-money laundering and other regulatory guidelines
* Engage in community initiatives as determined by the branch and organization
* Perform other duties as assigned
Education / Certifications / Experience
* Post-secondary education with a minimum of 2 years in a sales industry or equivalent experience
* Experience in Financial Services Industry is an asset
* Experience providing credit solutions is an asset
Knowledge / Skills
* Knowledge of investments, loans, and basic mortgages
* Basic sales skills for opportunity spotting and needs assessment
* Proficiency in computer applications such as Excel and Word
* Problem-solving skills for resolving member issues
* Excellent interpersonal and communication skills
* Ability to engage and sustain member relations
* Commitment to continuous learning and adaptability
* Teamwork and positive contribution to team environment
* Achievement-oriented with consistent performance
* Recognition of how change impacts work
* Decision-making and problem-solving based on guidelines
* Effective use of facts and information to influence
* Proactive initiative in addressing issues
* Demonstrates professional and technical expertise relevant to the role
About Alterna Savings
Alterna Savings and Credit Union Limited has been delivering "The Good in Banking" for over 115 years, creating financial services that transform lives while giving back to the community. It comprises Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.
As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna serves over 210,000 members through 40 branches across Ontario, a call centre, and digital channels, including online brokerage and investment services.
Our corporate culture embodies core values of Collaboration, Integrity, and Respect, fostering a collaborative environment focused on the financial wellbeing of employees, members, and customers. Our commitment has earned us multiple employer awards, including the National Capital Region's Top Employers award for eight consecutive years.
* We thank all applicants; however, preference will be given to candidates most closely matching the qualifications and skills outlined above.
* Alterna complies with the Ontarians with Disabilities Act and strives to provide accessible accommodations during recruitment. Please contact our Recruitment Team if you require accommodations during the process.
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