Personal Banking Associate at Alterna (Ontario)

Personal Banking Associate at Alterna (Ontario)

29 Aug
|
Alterna
|
Ontario

29 Aug

Alterna

Ontario

Elevate your career with Alterna as a Personal Banking Associate. Provide expert financial advice and service to a diverse member base in this full-time role.

In this ambassador role, you will engage with new members at Alterna and handle walk-in requests effectively. You'll utilize strong sales techniques to assess member needs and identify opportunities to cross-sell and up-sell banking products and services. The position focuses on meeting sales targets while ensuring comprehensive member education and satisfaction.

Key Responsibilities:
• Follow all sales and service processes
• Meet sales targets through effective member engagement
• Uncover additional needs for cross-selling opportunities
• Provide education on transactional banking services
• Refer high-value members to specialized staff

Requirements:
• Post-secondary education with 2+ years in sales
• Financial services experience preferred
• Knowledge of investments and loans
• Excellent communication and problem-solving skills
• Commitment to continuous learning and team collaboration

Drive member satisfaction and contribute to sales success in a rewarding banking workplace.
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📌 Personal Banking Associate at Alterna (Ontario)
🏢 Alterna
📍 Ontario

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