Personal Banking Officer

2 months ago

Mississauga, Ontario, Canada Alterna Savings Full time
Job Title: Personal Banking Officer

At Alterna Savings, we are seeking a highly skilled and motivated Personal Banking Officer to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with our members, identifying their financial needs, and providing tailored solutions to meet those needs.

Key Responsibilities:
  • Contribute to the growth and maintenance of our business and community portfolio
  • Source and analyze requests for products from various sources, including individual accounts, commercial accounts, and non-member/client business entities
  • Manage Alterna's business relationships, including commercial accounts and Co-Operatives
  • Meet sales targets by delivering products and services that meet our members' needs
  • Proactively promote and deliver a full range of banking products and services to meet our members' needs
  • Follow the sales and service model by attending and participating in branch meetings, huddles, initiatives, and campaigns
  • Maximize sales opportunities by using effective sales interviewing skills to uncover longer-term financial member needs
  • Provide financial advice to members with investment/credit needs requiring moderate financial solutions
  • 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
  • Understand and apply risk-based pricing models and use rational pricing discretion to ensure every customer is profitable
Requirements:
  • Post-secondary education combined with 3 years of 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
Knowledge and Skills:
  • Requires above-average knowledge and skills in analytical and inter-personal skills, general business knowledge, and mathematical aptitude
  • Detailed working knowledge of investment and good knowledge of lending and mortgages sufficient to analyze member's needs, explain features and benefits, and place the product for the members
  • Sound knowledge of various computer applications such as Excel, Word, etc.
  • Good knowledge of the sales process and strong communication skills to interview effectively to uncover member needs
  • Good problem-solving skills sufficient to identify, analyze, and resolve complex member issues/problems
  • Solid negotiation skills to deal with member solutions and sales

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