North York Branch
6002 Yonge St.
North York, ON M2M3V9, CAN

Job Type: Full-time

Target Salary Range: $46,000 - $50,000

The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.

Vacancy Status: This is an existing position

Scope of Position
Major Responsibilities:

Follows all sales and service processes

Meet sales targets by delivering products and services that satisfy the members’ primary need.

Probes to uncover additional needs to cross sell and up sell at every member interaction

Provides education and advice to members on basic transactional banking and less complex investment and credit situations.

Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy.

Identify and refer high value or high potential members to appropriate staff.

Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals

Attends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns.

Is available for walk in traffic and other member-initiated contact.

Acts as a member of both the MSR and Sales teams.

Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages.

Is proficient in the use of sales and service tools to support member interactions





Identify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement.

Actively participate in regular weekly goal setting meeting and coaching sessions.

Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.

Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna.

Perform other duties as assigned.

Education / Certifications / Experience

Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience

Financial Services Industry experience an asset

Experience in providing credit solutions an asset

Knowledge / Skills

Knowledge of investments, loans; basic knowledge of mortgages

Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs

Sound knowledge of various computer applications such as Excel, Word etc

Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems

Excellent interpersonal and communication skills

Equal Employment Chance

We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants.

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📌 Personal Banking Associate (Hybrid) (Ontario)
🏢 Alterna Savings
📍 Ontario