Community Banking Officer

Position: Community Banking Officer at Alterna
Join Alterna Savings as a Community Business Banking Officer, focused on enhancing client relationships and driving financial solutions. This full-time position fosters proactive engagement and financial advisory services.

As the Community Business Banking Officer, you will initiate and manage relationships with small business members to assess their banking and cash management needs.

Your role includes providing tailored financial solutions, conducting effective interviews, and driving sales through proactive calling efforts. Building strong connections and understanding member needs are essential for meeting sales targets and reinforcing customer satisfaction.

Key Responsibilities:

• Meet and exceed business banking sales targets

• Conduct proactive outreach to small business members

• Deliver tailored financial advice for complex needs

• Maintain up-to-date knowledge of financial products

• Manage a personal call plan for client engagement

Requirements:

• Post-secondary education with 3 years of relevant experience

• Proven sales record in a financial environment

• Knowledge of credit and investment solutions

• Strong problem-solving and negotiation skills

• Familiarity with Excel and other office applications

Maximize your impact in community banking by leveraging your expertise in financial solutions at Alterna.
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