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Personal Banking Associate
2 weeks ago
Scope of Position:This role is the ambassador for new members to Alterna, all walk in requests and referrals to the rest of the sales team. The incumbents must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and is able to meet the needs of all mass market members by providing appropriate education, advice, products and services. They will also identify members with more complex needs with and refer to their appropriate branch partner. The Personal Banking Associate contributes to the team’s sales plan through effective assessment of members’ financial needs and providing product and service solutions to satisfy the primary needs. Proactively promotes, up sells and delivers a full range of banking products and services. Deals primarily with member initiated contact (walk in, e-mails, in bound calls, faxes). Major Responsibilities: Follows all sales and service processes Meet sales targets by delivering products and services that satisfy the members’ primary need. Probes to uncover additional needs to cross sell and up sell at every member interaction Provides education and advice to members on basic transactional banking and less complex investment and credit situations. Identify and refer high value or high potential members to appropriate staff. Through opportunity spotting maximizes growth and retention. Attends and actively partakes in branch meetings, huddles, sales initiatives and campaigns. Is available for all walk in traffic and other member initiated contact Acts to address on the spot referrals from MSR team. Meets voice mail/call handling guidelines. Respond to members within 4 hrs. Maintain a solid working knowledge and understanding of all products and services we offer and keep up to date with procedural changes including new accounts, investments, loans and mortgages. Be proficient in the use of sales and service tools to support member interactions Identify and set personal development plan and complete activities set in plan. Actively participate in regular weekly goal setting meeting and coaching sessions. Compliant with anti money laundering guidelines and other compliance and regulatory guidelines. Perform other duties as assigned. Expectations / Outcomes: Targets/benchmarks Members who initiate contact with us have primary need satisfied Sales plans are met by up selling products and service Contacts: Branch and other department staff External partners Members Educations / Certifications / Experience: Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience Financial Services Industry experience an asset Proven sales experience Experience in providing credit solutions an asset Knowledge / Skills: Knowledge of investments, loans; basic knowledge of mortgages Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs Sound knowledge of various computer applications such as Excel, Word etc Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems Excellent interpersonal and communication skills
