Personal Banking Associate

Position: Full-Time Personal Banking Associate
Explore the opportunity to be a Full-Time Personal Banking Associate at Alterna, delivering customized banking solutions to members.

Your role will focus on effectively analyzing client needs and providing the right financial products.

As a Personal Banking Associate, you'll engage directly with members to uncover and fulfill their banking requirements. With at least two years of experience in sales, you will be pivotal in driving cross-sell opportunities and ensuring a high level of service delivery.

Your role is integral in not only meeting client needs but enhancing overall member satisfaction through education about available services.

Key Responsibilities:

• Adhere strictly to sales and service guidelines

• Achieve sales goals by meeting member financial needs

• Identify opportunities to cross-sell and up-sell services

• Provide essential banking education and advice

• Refer complex member needs to branch specialists

Requirements:

• At least 2 years of sales experience required

• Financial services sector experience is beneficial

• Familiarity with loans, investments, and banking procedures

• Proficient with tools like Excel and Word

• Excellent communication and problem-solving skills

Support members' financial journeys as you thrive at Alterna Savings.
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