Financial Services Associate

1 day ago


Ottawa, Ontario, Canada Alterna Sa Full time
About the Role

As a Financial Services Associate at Alterna Savings, you will play a vital role in delivering exceptional service to our members. This includes identifying opportunities for cross-selling and up-selling, as well as providing education and advice on basic transactional banking and less complex investment and credit situations.

Key Responsibilities
  • Provide personalized support to members, understanding their financial needs and offering tailored solutions.
  • Develop and maintain a solid working knowledge of our products and services, including new accounts, investments, loans, and mortgages.
  • Ensure accurate and efficient execution of transaction posting, cash management, administrative, and security/risk management procedures.
  • Comply with anti-money laundering guidelines and other regulatory requirements.
  • Foster strong relationships with branch partners and senior bankers to ensure seamless referrals.
What We Offer
  • A competitive salary of approximately $60,000 per year.
  • The opportunity to work in a dynamic, member-owned cooperative financial institution.
  • A comprehensive benefits package, including health and dental insurance.
  • Ongoing training and development opportunities to enhance your skills and expertise.
  • A collaborative, respectful work environment that values integrity, respect, and collaboration.


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