Full-Time Personal Banking Associate Role (Brampton)

Full-Time Personal Banking Associate Role (Brampton)

25 Sep
|
Alterna
|
Brampton

25 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 new 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 methodologiesAchieve required sales metrics through engagementExplore additional member needs for upsellingAdvocate for members' educational needs in bankingIdentify and escalate high-value member referralsRequirements:Post-secondary education with sales experienceBackground in financial services is advantageousKnowledge of basic investment and loan productsStrong problem-solving and communication skillsWillingness to learn and contribute as a team memberMake an impact on members' financial journeys with your skills at Alterna.

📌 Full-Time Personal Banking Associate Role (Brampton)
🏢 Alterna
📍 Brampton

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