Personal Banking Associate

Position: Full-Time Personal Banking Associate Role
Take the next step in your career with Alterna as a Personal Banking Associate. Provide exceptional customer experiences and help guide members towards their financial goals.

In this full-time role, your primary focus will be to engage new members, assess their needs, and offer comprehensive banking solutions. Your responsibilities will include meeting sales targets while ensuring high levels of service and education for members regarding basic banking and investment options. This role plays a significant part in driving sales growth and member retention.

Key Responsibilities:

• Adhere to sales and service methodologies

• Achieve required sales metrics through engagement

• Explore additional member needs for upselling

• Advocate for members’ educational needs in banking

• Identify and escalate high-value member referrals

Requirements:

• Post-secondary education with sales experience

• Background in financial services is advantageous

• Knowledge of basic investment and loan products

• Strong problem-solving and communication skills

• Willingness to learn and contribute as a team member

Make an impact on members' financial journeys with your skills at Alterna.
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