Personal Banking Officer

2 weeks ago

Scarborough Village, Ontario, Canada Alterna Full time
About the Role

We are seeking a highly skilled and motivated Personal Banking Officer to join our team at Alterna. 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
  • Member Relationship Building: Develop and maintain strong relationships with our members, understanding their financial goals and objectives.
  • Financial Needs Assessment: Conduct thorough assessments of members' financial situations, identifying areas where we can provide value and solutions.
  • Solution Development: Work with members to develop personalized financial plans, providing guidance and recommendations on our products and services.
  • Sales and Retention: Meet or exceed sales targets by delivering exceptional service and providing members with the financial solutions they need.
  • Product Knowledge: Stay up-to-date on our products and services, including credit solutions, investments, and mortgages.
  • Communication and Interpersonal Skills: Possess excellent communication and interpersonal skills, with the ability to build trust and rapport with members.
  • Problem-Solving and Negotiation: Develop and implement effective solutions to complex member issues, using negotiation skills to resolve conflicts and close sales.
  • Continuous Learning: Stay current with industry trends and developments, participating in ongoing training and professional development opportunities.
Requirements
  • Education and Experience: 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: A proven track record in sales, with a strong understanding of financial products and services.
  • Certifications and Training: CSC or IFIC course completed or obtained within 12 months, with ongoing education in financial planning and other related areas.
  • Knowledge and Skills: Above-average knowledge and skills in analytical and interpersonal skills, general business knowledge, and mathematical aptitude.
About Alterna

Alterna Savings and Credit Union Limited (Alterna) has been the Good in BankingTM for over 115 years, creating financial services that transform lives for the better, all while giving back to our community. We are a member-owned cooperative financial institution, committed to providing exceptional service and value to our members.

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