Join Alterna as a Lead Banking Solutions Officer, focusing on driving member satisfaction through targeted outreach and tailored financial advice. This full time position emphasizes building relationships and closing sales.

As the Personal Banking Officer, your role will involve assessing member financial needs and recommending appropriate banking products, with a focus on achieving sales targets. Leveraging your experience in the financial sector, you will promote and deliver a comprehensive range of services while actively engaging with both members and team initiatives.

Key Responsibilities:
• Engage members through proactive outreach for banking needs
• Investigate and analyze product requests from various channels
• Promote a full range of banking services to members




• Follow through on self-generated sales and retention leads
• Participate actively in branch meetings and initiatives

Requirements:
• Post-secondary education with 3 years related experience
• Successful background in sales and relationship management
• Completion of CSC or IFIC course within one year
• Enrolment in Financial Planning courses recommended
• Proficiency in investment and lending practices

Drive your career forward by meeting financial needs and promoting banking solutions at Alterna.
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📌 Lead Banking Solutions Officer Role (Ontario)
🏢 Alterna Savings
📍 Ontario