Personal Banking Officer

1 month ago

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

Job Summary:

The Personal Banking Officer is a key role within Alterna Savings, responsible for building and maintaining strong relationships with members to understand and meet their financial needs. This position requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Contribute to the growth and maintenance of the 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 member needs
  • Proactively promote and deliver a full range of banking products and services to meet member 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 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 offered 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
  • Use sales and service tools to support member interactions
  • Develop and implement a proactive member call plan
  • Follow through on self-generated sales and retention leads
  • Follow through on referrals from other internal staff
  • Identify and set personal development plans and complete activities set in the plan
  • Actively participate in regular coaching sessions
  • Comply with anti-money laundering guidelines
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 needs, explain features and benefits, and place the product for the member
  • 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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