Full Time Personal Banking Associate Role Brampton

Full Time Personal Banking Associate Role Brampton

07 Sep
|
Alterna
|
Brampton

07 Sep

Alterna

Brampton

Take the next step in your career with Alterna as a Personal Banking Associate. Provide exceptional customer experiences and help guide members towards their financial goals.

In this full time role, your primary focus will be to engage current members, assess their needs, and offer comprehensive banking solutions. Your responsibilities will include meeting sales targets while ensuring high levels of service and education for members regarding basic banking and investment options.

This role plays a significant part in driving sales growth and member retention.

Key Responsibilities:
Adhere to sales and service methodologies
Achieve required sales metrics through engagement
Explore additional member needs for upselling
Advocate for members' educational needs in banking
Identify and escalate high-value member referrals

Requirements:
Post-secondary education with sales experience
Background in financial services is advantageous
Knowledge of basic investment and loan products
Robust problem-solving and communication skills
Willingness to learn and contribute as a team member

Make an impact on members' financial journeys with your skills at Alterna.

📌 Full Time Personal Banking Associate Role Brampton
🏢 Alterna
📍 Brampton

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