Take charge of sales operations with Alterna as a Personal Finance Manager, focusing on team leadership and client satisfaction. This full-time position emphasizes coaching, performance management, and achieving sales targets.

As a Sales-Focused Personal Finance Manager at Alterna, you will support the Branch Manager in strategizing sales functions while leading a team to excel in performance. This role is critical in driving referrals and service excellence within a thriving cooperative financial workplace. You will conduct staff training, oversee compliance, and foster a high-performing sales culture.

Key Responsibilities:
• Provide coaching and performance assessments for sales staff
• Assist in planning Branch Annual Operating Plan




• Oversee compliance and cash control procedures
• Resolve member complaints effectively
• Conduct performance appraisals and set team goals

Requirements:
• 5 years of relevant experience in personal finance
• Degree or diploma with sales management understanding
• Knowledge of credit union products and services
• Completion of CSC or IFIC certification
• PC proficiency with Windows and MS Office

Elevate member satisfaction while managing a skilled sales team and maintaining high compliance standards at Alterna.
#J-18808-Ljbffr

📌 Sales-Focused Personal Finance Manager (Ontario)
🏢 Alterna
📍 Ontario