Bay Street Branch
800 Bay Street
Toronto, 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;
- Professional/TechnicalExpertise-Demonstratesin-depthknowledgeasrelatestothejob’srole

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has delivered The Valuable 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 Bank.

Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious

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