Alterna Personal Banking Officer – Sales Focus

Location: Uxbridge

Join Alterna as a Personal Banking Officer with a focus on sales in Uxbridge. This full-time role demands strong financial acumen and proactive member interactions to drive growth.

In this role, you will take charge of connecting with members proactively, assessing their banking needs, and offering tailored financial advice. By leveraging effective sales techniques, you will help consolidate members' financial portfolios while supporting team sales goals. Your success will hinge on understanding complex financial products and fostering lasting relationships with clients.

Key Responsibilities:

• Drive growth through member contact and needs assessment

• Source and analyze requests for banking products

• Provide financial advice for credit and investment solutions

• Attend branch meetings to enhance service delivery

• Maintain knowledge of all banking products and services

Requirements:

• Minimum 3 years in a financial institution

• Accomplished sales background in a banking environment

• Completed CSC or IFIC course within 12 months

• Proven problem-solving skills in member interactions

• Ability to engage in continuous professional development

Leverage your banking skills to build meaningful client relationships and contribute to the success of Alterna in Uxbridge.
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