Ambassador and service duties for Alterna members across sales and service tasks including assessing needs, cross-sell and up-sell prospects, education, advice, and referrals to branch partners or Senior Bankers. Maintain a cash drawer and serve members. Meet sales targets through financial-needs assessment and product/service solutions.

Execute transaction posting, cash management, balancing, administrative, security, and risk-management procedures accurately. Identify and refer high-value or high-potential members. Contribute to branch growth, retention, sales initiatives, campaigns, and goals.

Participate in branch meetings, huddles, goal-setting meetings, and coaching sessions. Handle walk-in traffic and member-initiated contacts. Maintain current knowledge of banking products, services, and procedures.

Use sales and service tools to support member interactions. Create and complete a personal development plan. Comply with anti-money-laundering, compliance, and regulatory guidelines. Participate in community initiatives.

Perform other duties as assigned
Post-secondary education
Minimum 2 years of experience in a sales industry or equivalent experience
Proven sales experience
Financial Services Industry experience is an asset




Experience providing credit solutions is an asset
Solid working knowledge of all offered products and services
Proficiency in sales and service tools
Knowledge of recent accounts, investments, loans, and mortgages
Compliance with anti-money-laundering and regulatory guidelines

Core Competencies

Demonstrates expertise in financial services, including knowledge of banking products, compliance with regulatory guidelines, and proficiency in sales and service tools. Proven ability to assess member needs, identify sales opportunities, and contribute to branch growth and retention.

Highest-signal resume keywords
Sales Experience
Financial Services Industry Knowledge
Proficiency in Sales and Service Tools
Knowledge of Banking Products
Compliance with Anti-Money-Laundering Guidelines

ATS Optimization Keywords

Hard Skills
Financial Needs Assessment
Transaction Posting
Cash Management
Product Knowledge
Credit Solutions

Soft Skills
Customer Service
Communication
Team Collaboration
Problem Solving

Industry Keywords
Cross-Sell
Up-Sell
Branch Growth
Regulatory Compliance
Community Initiatives

📌 Personal Banking Associate Town Of Shelburne (Canada)
🏢 Jobtailor
📍 Canada