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Client Services Associate

3 months ago

Brampton, Ontario, Canada Alterna Savings Full time

Exciting Role at Alterna Savings

The Client Services Associate (CSA) plays a crucial role in delivering exceptional and effective service to members and clients by leveraging their understanding of Alterna's offerings. The goal is to foster a positive experience for each member and client during every interaction.

Key Responsibilities

  • Addresses member and client inquiries by providing courteous and efficient assistance.
  • Handles member and client concerns and escalates when necessary.
  • Maintains a thorough understanding of Alterna Savings' offerings.
  • Actively engages in sales initiatives and promotional campaigns.
  • Ensures adherence to operational guidelines and protocols.
  • Contributes to the financial objectives of the branch through effective revenue generation.
  • Identifies opportunities to improve the member and client experience.
  • Participates in establishing sales and referral benchmarks.
  • Undertakes additional responsibilities as required.

Performance Expectations

  • Members will perceive Alterna Savings as surpassing their service expectations.
  • Individual sales and referral targets will be met.
  • Members will receive products that align with their needs.
  • A professional workplace atmosphere will be upheld.
  • Accurate cash handling and risk management practices will be maintained.

Required Qualifications

  • Preferred post-secondary education.
  • Prior experience in sales is advantageous.
  • Experience as a Teller is beneficial.
  • Flexibility in working hours is essential.

Essential Competencies

  • Member/Client Focus
  • Commitment to Continuous Learning
  • Collaboration and Teamwork
  • Goal-Oriented
  • Adaptability
  • Problem Solving and Decision Making
  • Influence and Impact
  • Proactive Initiative
  • Adherence to Policies and Procedures