Target Salary Range: $21 - 24/hr, ( 3 days/week, 22 hours).This range is reflective within the Market in which the job is posted.The compensation for this position is determined by a combination of...
Full time
Full-time
CA$60,000.00 yearly
Permanent
Provide day-to-day support to the Accounting and Operations teams to ensure financial transactions are properly approved, recorded, and processed in a timely manner.Process, review, and accurately ...
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Target Salary Range: $21 - 24/hr, ( 3 days/week, 22 hours)
- This range is reflective within the Market in which the job is posted.
- The compensation for this position is determined by a combination of skills, experience. Your recruiter will provide additional details about our total rewards package during the hiring process
Vacancy Status: This is an existing position.
The Personal Banking Associate contributes to the team’s sales plan through effective assessment of members’ financial needs and providing product and service solutions to satisfy primary needs. Proactively promotes, up sells, and delivers a full range of banking products and services.
Deals primarily with member-initiated contact.
Major Responsibilities
- Follows all sales and service processes
- Meet sales targets by delivering products and services that satisfy the members’ primary need.
- Probes to uncover additional needs to cross sell and up sell at every member interaction
- Provides education and advice to members on basic transactional banking and less complex investment and credit situations.
- Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy.
- Identify and refer high value or high potential members to appropriate staff.
- Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals
- Attends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns.
- Is available for walk in traffic and other member-initiated contact.
- Acts as a member of both the MSR and Sales teams.
- Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages.
- Is proficient in the use of sales and service tools to support member interactions
- Identify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement.
- Actively participate in regular weekly goal setting meeting and coaching sessions.
- Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.
- Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna.
📌 Banking Centre Leader II (Caledon)
🏢 CIBC
📍 Caledon