Personal Banking Associate Role in Ontario

Personal Banking Associate Role in Ontario

21 Aug
|
Alterna Savings
|
Ontario

21 Aug

Alterna Savings

Ontario

Join Alterna Savings as a Personal Banking Associate and engage with members to meet their financial needs. This full time position balances banking services with member-focused sales initiatives.

As a key part of the Alterna team, you will serve existing and potential members by assessing their financial needs and recommending suitable products. Your role is critical in promoting sales through effective member interactions and maintaining accurate banking transactions. Your proactive approach will contribute to growing member satisfaction and loyalty.

Key Responsibilities:
• Follow all protocols for sales and member service
• Achieve sales objectives through effective communication
• Identify member needs for cross-selling additional products




• Provide knowledgeable advice on banking and investment services
• Ensure accurate transaction processing and cash management

Requirements:
• Post-secondary education with at least 2 years in sales
• Experience in the financial industry preferred
• Proven track record in sales success
• Familiar with computer applications like Word and Excel
• Excellent interpersonal skills to engage with members

Utilize your passion for finance to help Alterna Savings thrive and make a difference in members' lives.
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📌 Personal Banking Associate Role in Ontario
🏢 Alterna Savings
📍 Ontario

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