Personal Banking Officer in Uxbridge

Location: Uxbridge

Become a Personal Banking Officer at Alterna, located in Uxbridge, Ontario. This full-time role focuses on member outreach, financial needs assessment, and driving product sales through proactive engagement.

Alterna is seeking a Personal Banking Officer to boost team performance and member satisfaction. You will engage directly with members, utilize innovative sales techniques, and offer tailored financial advice. This role requires strong relationship management and a keen understanding of both credit and investment products to meet member needs effectively.

Key Responsibilities:

• Conduct proactive outreach to members using targeted lists

• Analyze financial needs for individuals and businesses

• Promote a comprehensive range of banking products

• Meet and exceed defined sales targets

• Collaborate with team members on strategic initiatives

Requirements:

• Post-secondary education and 3 years' experience in finance

• Proven success in a sales environment

• Completion of CSC or IFIC course within 12 months

• Knowledge of credit solutions and investment products

• Strong analytical, problem-solving, and negotiation skills

Elevate your banking career with personalized financial solutions and member-focused service at Alterna.
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