Current jobs related to Personal Banking Associate - North Bay Ontario MJ, York region - Alterna Savings

  • Executive Personal Assistant

    2 weeks ago

    Vaughan, Ontario, York region, Canada Telescope Recruitment Full time

    Position: Executive Personal Assistant/AdministratorDepartment: Logistics & Container ServicesLocation: Vaughan (in-person, daily)Job Type: Full-Time (40 hours per week)Working Days/Hours: Monday to Friday, 9 am - 5 pm Reports To: CEOTravel: occasional driving is required in the Toronto and Vaughan areaSalary Range: 55-60k CADAbout the company:Our employer...

  • Wealth Associate

    2 months ago

    Richmond Hill, Ontario, L2C, York region, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Personal Support Worker

    2 months ago

    Scarborough, Ontario, L4S, York region, Canada Extendicare Canada Inc. Full time

    Job Description Personal Support Workers (PSW) are invited to apply for full-time positions to work at McNicoll Manor/Moll Berczy Haus retirement home located in Scarborouhg, Ontario. You have the opportunity to provide care and services to amazing residents.Under the direction of the Registered Staff, the PSW provides direct personal and nursing care to...

  • Personal Support Worker

    2 months ago

    Scarborough, Ontario, L4S, York region, Canada Extendicare Canada Inc. Part time

    Job Description Personal Support Workers (PSW) are invited to apply for part-time positions to work at McNicoll Manor/Moll Berczy Haus retirement home located in Scarborouhg, Ontario. You have the opportunity to provide care and services to amazing residents.Under the direction of the Registered Staff,, the PSW provides direct personal and nursing care to...

  • Sales Associate-Vaughan Mills

    2 months ago

    Vaughan, Ontario, L0J, York region, Canada The Children's Place canada Full time

    The Childrens Place (Place)has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability,...

  • Sales Associate-Upper Canada Mall

    2 months ago

    Newmarket, Ontario, L0G, York region, Canada The Children's Place canada Full time

    The Childrens Place (Place)has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability,...

  • Sales Associate-Woodbine Centre

    2 months ago

    Etobicoke, Ontario, L4T, York region, Canada The Children's Place canada Full time

    The Childrens Place (Place)has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability,...

  • Customer Experience Associate

    1 week ago

    Etobicoke, Ontario, L4T, York region, Canada TD Full time

    Lieu de travail :Etobicoke, Ontario, CanadaHoraire :15Secteur d’activité :Services bancaires personnels et commerciauxDétails de la rémunération :N/A - N/A CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques...

  • Director of Operations

    2 weeks ago

    Vaughan, Ontario, York region, Canada Reimer Associates Inc. Full time

    Our client is a long established and very successful asset based transportation leader in the overweight and over-dimensional trucking market in North America. They are looking to add a Director of Operations to their team in Vaughan. Reporting to the Vice President, the Director of Operations is a key member of the senior leadership team and is responsible...

  • Operations Supervisor

    1 week ago

    Vaughan, Ontario, L0J, York region, Canada Grand & Toy Ltd. Full time

    Who is Grand and Toy? The way Canadians do business is changing, and for over 140 years, Grand & Toy has helped to lead the way. We help businesses establish workplace environments where they can meet modern challenges and find innovative ways to succeed. We’re a passionate team of diverse individuals who are focused on coming together to bring positive...

  • Sales Associate

    1 month ago

    Trenton, Ontario, K0K, Hastings region, Canada Canadian Forces Morale and Welfare Services - CFMWS Part time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Senior Wealth Associate

    2 months ago

    Mississauga, Ontario, C4W, Peel region, Canada National Bank Full time

    A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations. Your job: Analyze clients’ accounts to recommend business opportunities...

  • Director, Investments

    2 weeks ago

    Markham, Ontario, York region, Canada Sienna Senior Living Full time

    We are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. And we truly believe it is a privilege to serve Canada’s seniors, ensuring they live fulfilling...

  • Sales Assoicates-Smartcentres Scarborough

    2 months ago

    Scarborough, Ontario, L4S, York region, Canada The Children's Place canada Full time

    The Childrens Place (Place)has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Childrens Place to hire, train and promotes all of its associates and to administer all other personnel policies regardless of age, sex, disability,...

  • Registered Nurse – Mental Health Resource Team

    1 week ago

    Vaughan, Ontario, L0J, York region, Canada Mackenzie Health Full time

    As a Registered Nurse, you’ll use a patient- and family-centered approach in providing holistic, quality and safe care to patients within the scope of practice identified by the College of Nurses of Ontario, evidence-based nursing practices and the standards set by Mackenzie Health. Working independently and collaboratively as part of the interprofessional...

  • Home and Electronics Sales Associate

    1 month ago

    Angus, Ontario, L0M, Simcoe region, Canada Canadian Forces Morale and Welfare Services - CFMWS Part time

    WHO WE ARECFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Director of Operations

    1 week ago

    Richmond Hill, Ontario, York region, Canada Jani-King of Southern Ontario Full time

    Director of Operations – Commercial CleaningJani-King of Southern Ontario - Richmond Hill, ON.Jani-King is the world's largest commercial cleaning franchisor with more than 6500 franchisees supported by over 120 regional offices. Jani-King International has been trusted by business and industry leaders for over 55 years. Our superior quality control...

  • Sales Representative

    2 months ago

    Etobicoke, Ontario, L4T, York region, Canada Équipement SMS inc. Full time

    At SMS Equipment, our Sales Representative are responsible for manages sales of new equipment within the domestic sales function. Contacts assigned customer accounts or prospects to sell company products and services within a designated geographic territory or by nature of customer. Focuses on personal sales targets, new business development, maintaining...

  • Environmental Due Diligence and Property Risk Specialist

    2 months ago

    Aurora, Ontario, K4G, York region, Canada Magna International Full time

    About us We see a future where everyone can live and move without limitations. That’s why we are developing technologies, systems and concepts that make vehicles safer and cleaner, while serving our communities, the planet and, above all, people. Forward. For all. Group Summary Magna is more than one of the world’s largest suppliers in the automotive...

  • Quality Assurance Automation Engineer

    2 weeks ago

    Richmond Hill, Ontario, York region, Canada Sym-Tech Dealer Services Full time

    Celebrating 53 years of growth, Sym-Tech is a leading finance and insurance provider to the retail automotive industry. At-Sym-Tech we are looking for Associates who share our passion for innovation, creativity, and results! We are passionate about delivering excellent client service, an outstanding Associate experience with opportunities to learn and grow...

Personal Banking Associate

3 months ago

North Bay Ontario MJ, York region, Canada Alterna Savings Full time

Job Details

Description

This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing appropriate education, advice, products and services. They will also identify members with more complex needs and refer to their appropriate branch partner or Senior Bankers. In addition, this role requires the Associate to maintain a cash drawer and service members accordingly.

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.
  • Perform other duties as assigned.
Expectations / Outcomes
  • Personal sales/service targets will be met or exceeded as determined by the Branch AOP.
  • Members will view the organization as exceeding their expectations in terms of service quality.
  • Alignment of individual contributions to Financial Performance; Member Engagement and Community Impact goals of Alterna.
Education / Certifications / Experience
  • Post secondary education coupled with a minimum of 2 years experience in a sales industry or equivalent experience.
  • Financial Services Industry experience an asset.
  • Proven sales experience.
  • Experience in providing credit solutions an asset.
Knowledge / Skills
  • Knowledge of investments, loans; basic knowledge of mortgages.
  • Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs.
  • Sound knowledge of various computer applications such as Excel, Word etc.
  • Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems.
  • Excellent interpersonal and communication skills.
Competencies
  • Member Engagement - Sustains member relations.
  • Continuous Learning & Agility - Self assesses and monitors oneself to maintain personal effectiveness.
  • Teamwork - Contributes positively as a team member.
  • Achievement Orientation - Consistently meets work expectations.
  • Adaptability - Recognizes how change will affect work.
  • Decision Making & Problem Solving - Makes decisions based on guidelines.
  • Impact & Influence - Uses facts and available information to persuade.
  • Initiative - Addresses current issues.
  • Sales Process - Applies Alterna’s sales principles.
  • Professional/Technical Expertise - Demonstrates working knowledge as relates to the job’s role.
About Alterna Savings
Alterna Savings and Credit Union Limited (Alterna) has been the Good 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.

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

Working at Alterna
We are incredibly proud of our corporate culture of Integrity, Respect and Collaboration, where everyone works together towards a common goal; the financial wellbeing of our employees, members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

  • Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.
  • Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.
#J-18808-Ljbffr