Personal Banking Associate Position

Position: Alterna Personal Banking Associate Position
Location: Fort Frances

Become part of Alterna as a Personal Banking Associate, blending service excellence and financial advice. This hybrid role empowers you to meet and exceed member expectations while achieving sales goals.

In this full-time role, you’ll utilize your sales experience to assess member needs and provide valuable banking solutions. Your ability to manage cash and service transactions accurately will be crucial in supporting member interactions and cross-selling opportunities. Engagement with branch teams will bolster overall success and involvement in community initiatives.

Key Responsibilities:

• Follow sales processes to achieve performance targets

• Identify additional banking needs for upselling

• Deliver education on transactions and investment basics

• Execute cash management responsibilities with accuracy

• Refer key members to appropriate financial staff

Requirements:

• Post-secondary education and 2 years of sales experience

• Background in financial services preferred

• Familiarity with investments and loans necessary

• Demonstrated sales skills for opportunity identification

• Proficient in using Microsoft Excel and Word

Drive sales and service excellence as a Personal Banking Associate at Alterna.
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