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 interactionDeliver banking products and services meeting primary needsCross-sell and upsell by uncovering additional requirementsProvide advice on transactional banking, investments, and creditRefer high-value members to appropriate staffRequirements:Post-secondary education with two years' sales experienceProven sales experience in a customer-facing environmentFinancial services industry experience considered an assetCredit solutions experience considered an assetCompliance with anti-money-laundering and regulatory guidelinesApply personal banking, sales, and member service expertise while supporting Alterna Savings members in Innisfil.

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