Become a Personal Banking Specialist at Alterna, where you'll lead member engagement and provide customized banking solutions. This full-time position emphasizes relationship building and effective financial advising.

In this crucial role, you'll spearhead outreach efforts to understand and fulfill the financial needs of members. Drawing on your three years of relevant experience, you'll guide members through complex financial decisions and maximize sales opportunities by leveraging referrals and effective interviewing techniques.

Key Responsibilities:
• Conduct outreach to identify and meet members' banking needs
• Source and analyze requests from individual and commercial accounts
• Drive sales results by prioritizing member-first service




• Develop proactive call plans to optimize member engagement
• Stay informed on all banking products and services offered

Requirements:
• Minimum of 3 years in a financial institution with a post-secondary degree
• Established sales history with a focus on relationship management
• Completion of CSC or IFIC within 12 months required
• Enrollment in Financial Planning or similar program encouraged
• Solid understanding of financial products and services

Use your skills in sales and financial advising to enhance member satisfaction at Alterna.
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📌 Personal Banking Specialist at Alterna (Ontario)
🏢 Alterna Savings
📍 Ontario