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Personal Banking Advisor

1 month ago

Ottawa, Canada Alterna Full time

**Scope of Position**

The Personal Banking Advisor (PBA) is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs. The PBA ensures that all of the member's financial needs are being met by the most appropriate resource within Alterna and has overall responsibility/accountability for the relationship.

Through proactive relationship management, the PBA retains and grows the book by increasing the share of member business by using all of Alterna’s products and services including both credit and investment solutions.

**Key Responsibilities**
- Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet all members' complex credit/investment needs
- Establishes regularly scheduled contacts with members/clients to establish relationships that will identify members' needs
- Keeps files on member relationships that include member's financial goals and PBA plan of action to assist the member/client in meeting those goals
- Is the branch liaison with Wealth Management and Small and Medium Enterprise (SME) representatives/team
- Manages assigned member portfolio jointly with other specialists in Alterna i.e. Wealth Management and/or SME
- Provides financial advice using some financial planning tools (e.g. cash-flow and credit management)
- Acts as a mentor for less experienced staff under the guidance of the Branch Manager
- Acts as the branch centre of expertise on the use of financial calculators, complex credit and managed portfolio solutions
- Maintains strong relationships with alliance partners
- Deals with referrals when deemed necessary based on the complexity of the members/client’s requests

**QUALIFICATIONS**

**Education / Certification / Experience**
- Post secondary education combined with 5 years related experience in a financial institution or an equivalent combination of education and experience
- A minimum 3 years credit experience including analysis and knowledge of underwriting
- CSC or IFIC course completed with ability to be licensed immediately
- CFP or PFP designation or currently in progress
- At a minimum 2 years of financial advisory experience and demonstrated relationship building experience
- Proven track record in sales
- Bilingualism (French & English) is preferred but not a requirement

**Knowledge / Skills**
- Extensive knowledge of processing/procedures of complex products including deposits, investments, loans and mortgages
- Very detailed knowledge and ability to demonstrate sales management techniques
- Developed writing skills sufficient to communicate detailed factual information to members and various department or partners
- Sound lending judgment
- Excellent problem-solving skills to systematically identify analyze and resolve complex member issues/problems
- Excellent interpersonal and communications skills

**About Alterna Savings**

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking for over 110 years. 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 217,000 members through a network of 46 branches across Ontario, 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 Allpoint 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 seven 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 accommodate you.

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