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Personal Banking Officer

4 months ago

Toronto, Canada Alterna Savings Full time

**Scope of Position**

The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and refer to more senior bankers. Sales are driven by appointments generated from the pro-active calling and up selling of referrals that have been provided by other sales professionals.

Contributes to meeting team sales plan and related activities through effective assessment of member financial needs. Provides product and service solutions (of medium to high complexity in both credit and investment) through effective interviewing and probing, delivering financial advice designed to satisfy the member’s total financial needs. Recognizes and acts on referrals and sales opportunities and maintains relationships with business partners to optimize business opportunities and referrals.

**Major Responsibilities**
- ** **Contributes to the growth and on-going maintenance of the business and community portfolio
- Sources, receives, investigates, and analyzes requests for products from a variety of sources, including individual accounts, commercial accounts, non-member/client business entities, Associations, Co**-**Operatives, Not-for-Profit organizations, direct and indirect competitors
- Manages Alterna’s business relationships including commercial accounts, Co**-**Operatives, Not-for-Profit organizations.
- Meet sales targets by delivering products and services that puts the member’s needs first.
- Proactively promote/sell and deliver a full range of banking products and services to meet our member’s needs.
- Follow sales and service model by attending and actively participating in branch meetings, huddles, initiatives and campaigns.
- Maximizes sales opportunities by using effective sales interviewing skills that uncover longer term financial member needs.
- Provide financial advice to members with investment/credit needs requiring moderate financial solutions, using Alterna’s financial calculators.
- Acquire and refer potential high value member relationships to internal and external partners.
- Maintain a working knowledge and understanding of all products and services we offer and keep up to date with procedural changes.
- Uses sales and service tools to support member interactions
- Develop and implement a proactive member call plan.
- Follow through on self generated sales and retention leads.
- Follow through on referrals from other internal staff.
- Identify and set personal development plan and complete activities set in plan.
- Actively participate in regular coaching sessions.
- Compliant with anti money laundering guidelines
- Perform other duties as assigned.

**QUALIFICATIONS**

**Education / Certification / Experience**
- Post secondary education combined with 3 years related experience in a financial institution or an equivalent combination of education and experience
- Proven track record in sales
- CSC or IFIC course completed or obtained within 12 months
- As part of continuing education enrolled in Financial Planning or other similar type programs
- Experience in providing credit solutions

**About Alterna Savings**

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking for over 110 years, and based on assets under management, is one of Canada's Top 10 credit unions (CCUA, 2021). Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. Together, we have $10 billion in assets under management.

As the first full-service, member-owned co-operative financial institution outside Quebec, Alterna Savings shares its expertise with more than 185,000 members through a network of over 30 branches across Ontario, that includes partner Peterborough Community Savings; as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the All point Network in the US.

**Working at Alterna**

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 110 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal, the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for six years running.
- Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact the recruiter to let us know how we can