Step into a pivotal role at Alterna as a Personal Banking Officer, focusing on sales and member service excellence. This full time position centers on proactively meeting member banking needs through effective communication.
In this influential position, you'll engage with members to assess their financial necessities, promoting relevant banking products and solutions. Your expertise will be vital in identifying sales prospects and building lasting relationships, ultimately contributing to team and credit union goals.
Success in this role ensures that members receive the highest level of financial care and advice.
Key Responsibilities:
Conduct outreach to assess and meet member needs
Offer in-depth product knowledge and financial guidance
Cultivate connections with high-value member relationships
Participate actively in sales-focused initiatives
Guide members through credit and investment inquiries
Requirements:
Degree with a minimum of 3 years' experience in finance
Proven sales track record in a financial setting
Completion of relevant financial certifications
Comprehensive understanding of lending and investment
Excellent negotiation and communication skills
Bring your financial expertise to Alterna Savings as a Personal Banking Officer and drive member satisfaction through tailored banking solutions.