Job Type: 1 Year Term (4 positions available) Hours: Our contact center hours are Mon to Fri 8am - 8pm and Sat & Sun 9:30am to 4:30pm.

You must be able to rotate for 37.5 hours each week within this schedule.

Vacancy Status: This posting is for existing vacancies Target Salary Range: $23.20 - $23.70 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 Scope of Position: This role is the ambassador for Alterna members and Alterna Bank customers via member-initiated contact through our Contact Centre.

With a sincere desire to provide optimum service, successful candidates proactively focus on creating a solid member experience by quickly and efficiently solving member requests and delivering a full range of banking products and services.

The successful incumbents will probe to uncover and assess overall needs of all members and customers (at every contact) and identify opportunities for cross-selling, up selling, and meeting the needs of all by providing appropriate education and advice on products and services.

The Member Service Specialist contributes to the team’s sales plan through effective assessment of members’ financial needs and provides product and service solutions to satisfy needs.

Major Responsibilities: Meet sales targets by delivering products and services that satisfy the members’ primary need.

Adheres to all sales and service processes for Contact Centre Probes to uncover additional needs to cross sell and up sell at every member interaction by looking for potential opportunities on member/customer accounts during interactions.

Process Everyday Transactions – Bill Payments, Transfers, Online/Telebanking Assistance, cheque orders, address changes, stop payments, ABM cards, etc.





Handles Investments calls – creating investments, inquiries, booking sales appointments to our branches.

Handles Credit calls – Assist with investigating discrepancies & answering inquiries about their credit products, payments and booking sales appointments to our branches.

Provides education and advice to members on basic transactional banking and less complex investment and credit situations.

Respond to specific inquiries about Alterna’s activities, e.g. promotional campaigns, educational seminars, annual meeting, product/service changes, etc.

Provide general information to member and client inquiries as well as information of a specific nature (releasing account information to members/clients after obtaining sufficient identification) on the phone and via email.

Attends and actively partakes in coaching sessions, huddles, sales initiatives, and campaigns.

Other duties as assigned.

Expectations / Outcomes: Qualified sales referrals made to specialists and our strategic partners to surpass company goals Consistent exceptional member service provided to both internal and external members & clients to satisfy needs Adhere to all company policies and regulatory requirements on a consistent basis The ability to upsell and cross sell a number of product/services to generate/support our revenue goals Qualifications: Post-Secondary Education in a related business field and/or equivalent work experience Minimum 1-year sales experience in a client facing role ideally in a financial institution Bilingual (English & French) required.

Knowledge / Skills: Proven ability in sales and service Comprehensive knowledge of products, services, and delivery channels Strong communication skills (written and verbal) Excellent listening skills Ability to convey information to the audience in question (existing client, potential purchaser of service, new client, etc.) High level of proficiency with and ability to effectively learn, computer programs

📌 Member Service Specialist (Bilingual) - 1 Year Term (Vaughan)
🏢 Alterna Savings
📍 Vaughan