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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