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Job Description & How to Apply Below
Enhance member experiences at Alterna Savings as a full-time Personal Banking Officer. This position involves proactive outreach to understand and meet diverse banking needs.
As a Personal Banking Officer, you'll be at the forefront of member engagement, providing comprehensive financial solutions rooted in assessing individual needs. Your responsibilities include promoting banking products and generating new business, all while maintaining compliance with regulations. The emphasis on relationship management will empower you to drive sales through effective communication and strategic referrals.
Key Responsibilities:
• Initiate contact with potential and existing members
• Provide product recommendations based on financial assessments
• Meet sales objectives through outreach efforts
• Collaborate with internal partners for optimal solutions
• Maintain knowledge of current banking products
Requirements:
• Relevant post-secondary education and 3 years of financial industry experience
• Strong sales background with proven results
• Certification in CSC or IFIC within 12 months
• Solid understanding of credit and investment services
• Exceptional analytical and interpersonal skills
Utilize your banking knowledge and sales success to drive impact at Alterna Savings as a Personal Banking Officer.
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