Support members at Alterna Savings’ Alcona Branch in Innisfil through financial needs assessment, banking solutions, and responsive in office service.

As a Personal Banking Associate, you contribute to the team’s sales plan through product education, advice, and member-focused recommendations. You handle walk-ins, emails, inbound calls, and faxes while identifying opportunities to satisfy primary needs. The position requires sales experience, banking knowledge, and careful regulatory compliance.

Key Responsibilities:

- Assess members’ financial needs during every interaction
- Deliver banking products and services meeting primary needs
- Cross-sell and upsell by uncovering additional requirements
- Provide advice on transactional banking,



investments, and credit
- Refer high-value members to appropriate staff

Requirements:

- Post-secondary education with two years’ sales experience
- Proven sales experience in a customer-facing environment
- Financial services industry experience considered an asset
- Credit solutions experience considered an asset
- Compliance with anti-money-laundering and regulatory guidelines

Apply personal banking, sales, and member service expertise while supporting Alterna Savings members in Innisfil.

📌 Personal Banking Sales Associate (Canada)
🏢 Alterna
📍 Canada