Banking Sales Professional at Alterna

Location: Uxbridge

Become a Banking Sales Professional at Alterna in Uxbridge, Ontario. This full-time role is centered around proactive member engagement and delivering customized financial solutions.

In this position, you will serve as the primary contact for members, ensuring their banking needs are assessed and met. The role demands a strong aptitude for sales, knowledge of various banking products, and the ability to foster relationships. Your efforts will contribute to both individual and team sales goals.

Key Responsibilities:

• Develop and execute a proactive member calling plan

• Assess member financial needs through effective questioning

• Recommend products and services tailored to member interests

• Achieve sales targets quantitatively and qualitatively

• Stay updated on banking products and procedural changes

Requirements:

• At least 3 years of experience in the financial sector

• Success in achieving sales objectives in prior roles

• Completion of financial accreditation within a year is required

• Strong knowledge of lending and investment solutions

• Excellent communication and problem-solving abilities

Enhance your career in banking sales while focusing on member satisfaction at Alterna in Uxbridge.
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