Start your journey as a Personal Banking Associate at Alterna in Orleans, Ontario. This full time position focuses on enhancing member experience through effective sales and service.
In this pivotal role, you will ensure that members receive exceptional service and appropriate financial solutions. You will assess their banking needs and recommend products to enhance their financial well-being. Your proactive engagement will help identify opportunities for cross-selling and up-selling within banking services.
Key Responsibilities:
• Follow structured sales processes to achieve goals
• Proactively identify member needs to maximize satisfaction
• Educate members about banking and investment options
• Manage all member contact efficiently
• Participate in branch meetings and training sessions
Requirements:
• Minimum 2 years of sales experience
• Post-secondary education preferred
• Experience in financial services is advantageous
• Robust interpersonal and communication skills
• Proficient in computer applications like Excel and Word
Drive member satisfaction and support their financial needs in your role at Alterna.
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📌 Full Time Personal Banking Associate Role Ottawa
🏢 Alterna Savings
📍 Ottawa