Personal Banking Associate (Hybrid)

Job Type: Full-time

Target Salary Range: $45 – 50K

The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.

Vacancy Status: This posting is for an existing position.

The Personal Banking Associate contributes to the team’s sales plan through effective assessment of members’ financial needs and providing product and service solutions to satisfy the primary needs. Proactively promotes, up sells and delivers a full range of banking products and services. Deals primarily with member initiated contact (walk in, e-mails, in bound calls, faxes).

Major Responsibilities

• Follows all sales and service processes
• Meet sales targets by delivering products and services that satisfy the members’ primary need.
• Probes to uncover additional needs to cross sell and up sell at every member interaction
• Provides education and advice to members on basic transactional banking and less complex investment and credit situations.
• Identify and refer high value or high potential members to appropriate staff.
• Through opportunity spotting maximizes growth and retention.
• Attends and actively partakes in branch meetings, huddles, sales initiatives and campaigns.
• Is available for all walk in traffic and other member initiated contact
• Acts to address on the spot referrals from MSR team.

• Meets voice mail/call handling guidelines. Respond to members within 4 hrs.
• Maintain a solid working knowledge and understanding of all products and services we offer and keep up to date with procedural changes including new accounts, investments, loans and mortgages.
• Be proficient in the use of sales and service tools to support member interactions
• Identify and set personal development plan and complete activities set in
• Actively participate in regular weekly goal setting meeting and coaching sessions.
• Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.
• Perform other duties as assigned.

Educations/Certifications/Experience

• Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
• Financial Services Industry experience an asset
• Proven sales experience
• Experience in providing credit solutions an asset

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking^® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

To learn more about Alterna Savings, please visit alterna.ca, X, Facebook, Instagram, or LinkedIn.

Working at Alterna

We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for nine consecutive years.

* We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

* Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

* Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants.