Personal Banking Associate

1 day ago


Bolton, Canada Alterna Savings Full time
Job Summary

We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at Alterna Savings. As a key member of our branch, you will play a vital role in providing exceptional service to our members, identifying their financial needs, and delivering tailored solutions to meet their goals.

Key Responsibilities
  • Provide exceptional service to members, responding to their inquiries and resolving issues in a timely and professional manner.
  • Conduct needs assessments to identify opportunities for cross-selling and upselling, and develop strategies to meet members' financial goals.
  • Develop and maintain a deep understanding of Alterna Savings' products and services, and effectively communicate their benefits to members.
  • Work collaboratively with the sales team to achieve sales targets and contribute to the branch's overall success.
  • Stay up-to-date with industry trends and regulatory requirements, and ensure compliance with all relevant policies and procedures.
Requirements
  • Post-secondary education and a minimum of 2 years of experience in a sales or customer service role.
  • Proven track record of meeting or exceeding sales targets and providing exceptional customer service.
  • Strong communication and interpersonal skills, with the ability to build rapport with members and colleagues alike.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
What We Offer

As a Personal Banking Associate at Alterna Savings, you will enjoy a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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