Personal Banking Associate in Orleans

Become a Personal Banking Associate at Alterna in Orleans, Ontario. This full-time position focuses on member service, sales targets, and financial solutions to meet customer needs.

As a Personal Banking Associate, you will be the key ambassador for new members r role involves assessing members’ financial needs and providing a full range of banking products and services. You will cross-sell and up-sell effectively while maintaining compliance with banking regulations, ensuring strong member relations with every interaction.

Key Responsibilities:

• Follow all sales and service processes diligently

• Meet sales targets through effective product delivery

• Uncover and assess additional member needs during interactions

• Educate members on basic transactional banking and investments

• Refer high-potential members to appropriate staff

Requirements:

• Minimum 2 years in a sales-focused role

• Post-secondary education preferred

• Financial services industry experience is an asset

• Strong problem-solving and interpersonal skills

• Proficiency in Microsoft Office applications

Empower members by providing excellent financial education and product recommendations with Alterna.
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