Personal Banking Associate

7 months ago

Orleans, Canada Alterna Savings Full time

**Scope of Position**

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.7
- 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.

**Educations / Certifications / Experience**
- Post secondary education coupled with a minimum 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
- Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems
- Excellent interpersonal and communication skills
- Bilingual English/ French required

**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 be

  • Customer Experience Associate

    4 days ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 166071 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Customer Experience Associate Permanent part-time - 15 hours Location - Place D'Orleans, Orleans, ON As a Customer Experience Associate (Place D'Orleans, Orleans, ON), you are the face, character and heart of...

  • Banking Advisor

    8 months ago

    Orleans, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Associate Business Advisor

    1 week ago

    Orleans, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. - At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Experience Associate, Place D'orleans,

    4 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 205997 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Associate Financial Advisor

    5 hours ago

    Orleans, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate Financial Advisor

    4 hours ago

    Orleans, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal Banker

    7 months ago

    Orleans, Canada TD Bank Full time

    **Personal Banker**: - 413344BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 910 Watters Road **Employment Type** - Regular **City** - Orleans **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD Canada Trust, we...

  • Customer Experience Associate

    7 months ago

    Orleans, Canada TD Bank Full time

    **Customer Experience Associate**: - 416619BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 2325 St Joseph Boulevard **Employment Type** - Regular **City** - Orleans **Time Type** - Part Time **Province/State** - Ontario **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Banking Centre Leader Iii

    2 months ago

    Orleans, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Sales Associates

    7 months ago

    Orleans, Canada YM Inc. Full time

    Department Sales Associate - Location Orleans, ON - Job ID 121620 - In Store - Orleans, ON - Posted 27 mins ago **_Sales Associates_** Welcome to our world. We’re your go-to style experts, a one stop destination for the modern woman who likes fashion, but isn’t ruled by it; who wants to look like a million bucks without breaking the bank; who wants the...

  • Customer Service Manager or Team Lead

    7 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 180211 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Customer Service Manager/Permanent/37.5 hours/Place d'Orleans Our Customer Service Manager (Alexandria) are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place...

  • Customer Service Manager

    4 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 203423 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Customer Experience Leads/ Innes Road/ Permanent/ Part-time 18.75h are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our...

  • Customer Service Representative

    7 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 183394 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Place d'Orleans/ Permanent/ 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...

  • Customer Service Representative

    7 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 199132 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Charlemagne Plaza/ Permanent/ Part-time 22.5h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority...

  • Customer Service Representative

    7 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 197311 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Place D'Orleans/ Permanent/ Part-time 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to...

  • Customer Service Representative

    7 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 199151 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Place d'Orleans/ Permanent/ Part-time 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to...

  • Bilingual Customer Service Representative

    7 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 182973 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Bilingual Customer Experience Associate/Permanent/ Part-time/ 22.5h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help...

  • Bilingual Customer Service Representative

    7 months ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 177538 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Bilingual Customer Experience Associate Orleans/Part-time/22.5h/Permanent, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is...

  • Sales Associate

    7 months ago

    Orleans, Canada Ricki's and Cleo Full time

    **RICKI'S/CLEO** **SALES ASSOCIATE** **PLACE D'ORLEANS - ORLEANS, ON** **PART TIME** As a Sales Associate with Ricki’s and cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** -...

  • Associate Dentist

    4 months ago

    Orleans, Canada Innes Dental Office Full time

    Our dental office in Orleans is looking for a FT Associate Dentist on a permanent basis. The Associate Dentist will provide a full range of dental services. The Ideal Associate for our team and practice is skilled in helping patients feel at ease and comfortable, can clearly communicate with both patients and team members, and work independently as...