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.

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