Personal Banking Officer at Alterna (Ontario)

Personal Banking Officer at Alterna (Ontario)

02 Sep
|
Alterna
|
Ontario

02 Sep

Alterna

Ontario

Drive sales and member relationships as a Personal Banking Officer at Alterna Savings. This full-time role emphasizes proactive contact with members, meeting their financial needs while enhancing service delivery.

In this lead banking role, you will initiate contact with members through various outreach methods, ensuring you understand and address their banking needs. With a focus on providing tailored financial advice and solutions, your work will directly impact the success of both members and the team. Success in this role is defined by meeting sales targets and contributing to the growth of a diverse financial portfolio.

Key Responsibilities:
• Contact members to assess their financial needs
• Deliver tailored product and service solutions




• Generate and follow through on sales leads
• Maintain robust relationships with business partners
• Actively participate in team initiatives and branch meetings

Requirements:
• Post-secondary education with 3 years of financial experience
• Proven sales experience in a banking environment
• Completion of CSC or IFIC course
• Understanding of investment and credit solutions
• Strong communication and problem-solving skills

Bring your sales expertise and passion for member service to Alterna Savings as a Personal Banking Officer.
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📌 Personal Banking Officer at Alterna (Ontario)
🏢 Alterna
📍 Ontario

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