Alterna Savings is a member-owned cooperative financial institution that has been providing banking services for over 115 years. They are seeking a Personal Banking Associate to contribute to the sales plan by assessing financial needs and providing suitable product solutions while promoting a range of banking services.

Responsibilities

• Follows all sales and service processes
• Meet sales targets by delivering products and services that satisfy the members’ primary need
• Probes to uncover additional needs to cross sell and up sell at every member interaction
• Provides education and advice to members on basic transactional banking and less complex investment and credit situations
• Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy
• Identify and refer high value or high potential members to appropriate staff
• Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals
• Attends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns
• Is available for walk in traffic and other member-initiated contact
• Acts as a member of both the MSR and Sales teams
• Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages
• Is proficient in the use of sales and service tools to support member interactions
• Identify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement
• Actively participate in regular weekly goal setting meeting and coaching sessions
• Compliant with anti money laundering guidelines and other compliance and regulatory guidelines
• Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna
• Perform other duties as assigned

Skills

• Contributes to the team's sales plan through effective assessment of members' financial needs and providing product and service solutions to satisfy primary needs
• Proactively promotes, upsells, and delivers a full range of banking products and services
• Deals primarily with member-initiated contact
• Follows all sales and service processes
• Meets sales targets by delivering products and services that satisfy the members' primary need
• Probes to uncover additional needs to cross-sell and upsell at every member interaction
• Provides education and advice to members on basic transactional banking and less complex investment and credit situations
• Transaction posting, cash management (including balancing), administrative, and security/risk management procedures will be executed with the highest level of accuracy
• Identifies and refers high value or high potential members to appropriate staff
• Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals
• Attends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns
• Is available for walk-in traffic and other member-initiated contact
• Acts as a member of both the MSR and Sales teams
• Maintains a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans, and mortgages
• Is proficient in the use of sales and service tools to support member interactions
• Identifies and sets personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement
• Actively participates in regular weekly goal setting meeting and coaching sessions
• Compliant with anti-money laundering guidelines and other compliance and regulatory guidelines
• Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna
• Performs other duties as assigned

Benefits

• The compensation for this position is determined by a combination of skills, experience. Your recruiter will provide additional details about our total rewards package during the hiring process
• Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

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