Personal Banking Associate Job Mississauga area,Ontario Canada,Sales

Location: 550 Matheson Blvd. West Unit 109, Mississauga ON L5R 4B

Job Type: Full-Time

Target Salary Range: $43,000 - $48,000

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 is a existing position

Scope of Position:

This role is the ambassador for new members to Alterna, all walk in requests and referrals to the rest of the sales team. The incumbents must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and is able to meet the needs of all mass market members by providing appropriate education, advice, products and services.

They will also identify members with more complex needs with and refer to their appropriate branch partner.

The Person al 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 plan.

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.

Expectations / Outcomes:

Targets/benchmarks

Members who initiate contact with us have primary need satisfied

Sales plans are met by up selling products and service

Contacts:

Branch and other department staff

External partners

Members

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

Knowledge /

Skills:

Knowledge of investments, loans; basic knowledge of mortgages

Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs

Sound knowledge of various computer applications such as Excel, Word etc

Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems

Excellent interpersonal and communication skills


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