Bay Street Branch800 Bay StreetToronto, ON M5S3A9, CAN Description Job Type: Full time Target Salary Range: $55,000 - $60,000 The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process. Vacancy Status: This job posting is for an existing vacancy ScopeofPosition The Community Business Banking Officer (CBBO) is the lead role involved in outbound, banker-initiated contact of members/clients using in branch renewal lists, branch and marketing lead lists for Personal and community small business members/clients. The focus of this role is to contact and meet with designated members/clients in an effort to understand and meet their overall day to day banking and cash management needs, consolidate share of wallet and refer to more senior bankers as required. Sales are driven by appointments generated from the pro-active calling and up selling of referrals that have been provided by other sales professionals. CBBOcontributetomeetingteamsalesplanandrelatedactivitiesthrougheffectiveassessmentofmembers/clients’financialneeds.Providesproductandservicesolutions(ofmediumtohighcomplexityinbothcreditandinvestment)througheffectiveinterviewingandprobing,deliveringfinancialadvicedesignedtosatisfythemembers/clients’totalfinancialneeds.Recognizesandactsonreferralsandsalesopportunitiesandmaintainsrelationshipswithbusinesspartnerstooptimizebusinessopportunitiesandreferrals.



MajorResponsibilities Meetsalestargetsbydeliveringproductsandservicesthatputsthemembers/clients’needsfirst Followsalesandservicemodelbyattendingandactivelyparticipatinginbranchmeetings,huddles,initiativesandcampaigns Maximizessalesopportunitiesbyusingeffectivesalesinterviewingskillsthatuncoverlongertermfinancialmembers/clients’needs Providefinancialadvicetomembers/clientswithinvestment/creditneedsrequiringmoderatefinancialsolutions,usingAlterna’sfinancialcalculators Maintainaworkingknowledgeandunderstandingofallproductsandservicesweofferandkeepuptodatewithproceduralchanges. Followthroughonselfgeneratedsalesandretentionleads Followthroughonreferralsfromotherinternalstaff Activelyparticipateinregularcoachingsessions Compliantwithantimoneylaunderingguidelines Performotherdutiesasassigned Meetscontactcommitmentsasdefinedbysalesplan Satisfiesmembers/clientsshortandlongertermfinancialneedsofmembers/client QUALIFICATIONS Education/Certification/Experience Postsecondaryeducationcombinedwith3yearsrelatedexperienceinafinancialinstitutionoranequivalentcombinationofeducationandexperience AspartofcontinuingeducationenrolledinFinancialPlanningorothersimilartypeprograms Experienceinprovidingcreditsolutions Knowledge/Skills SoundknowledgeofvariouscomputerapplicationssuchasExcel,Wordetc Goodknowledgeofthesalesprocessandstrongcommunicationskillstointervieweffectivelytouncovermembers/clients’needs Solidnegotiationskillstodealwithmembers/clients’solutionsandsales COMPETENCIES Members/clients/ClientCentricity-Buildspositivemembers/clientsrelations ContinuousLearning&Agility-Seekstoimproveandmaintainpersonaleffectivenessinhighdemandsituations Teamwork-Contributespositivelyasateammembers/client AchievementOrientation-Continuallyimprovespersonalperformance Adaptability-Adaptsonesworktoasituationandavarietyofchanges Impact&Influence-Adaptsrationaletoinfluenceothers Skilled/TechnicalExpertise-Demonstratesin-depthknowledgeasrelatestothejob’srole About Alterna Savings Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking ® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna

📌 Community Business Banking Officer (Toronto)
🏢 Alterna Savings
📍 Toronto