Elevate personal banking at Alterna as a Personal Banking Officer. This full-time role focuses on outbound member engagement and delivering tailored financial solutions.
In this lead role, you will connect with members to assess their banking needs and offer a range of products, including credit and investment solutions. With three years of financial experience, you will proactively promote services and refine skills in sales and interpersonal communication as you collaborate with other professionals to enhance member relationships.
Key Responsibilities:
• Conduct proactive member outreach using branch renewal lists
• Analyze requests for banking products from various sources
• Achieve sales targets through a member-first approach




• Implement a proactive member call plan for optimal engagement
• Maintain detailed knowledge of all offered banking products
Requirements:
• Post-secondary education with 3 years in a financial institution
• Proven sales experience with a solid track record
• Completed CSC or IFIC course within 12 months
• Enrolled in Financial Planning or related program
• Good understanding of investment, credit, and mortgage solutions
Utilize your financial expertise to meet member needs and build relationships in this rewarding role at Alterna.
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📌 Personal Banking Officer at Alterna (Toronto)
🏢 Alterna Savings
📍 Toronto