Personal Banking Associate

1 week ago

Shelburne Ontario LVL Canada Alterna Savings Full time

Company: Alterna Savings & Credit Union Ltd. dba Alterna

Location: 133 Owen Sound St. PO Box 1611, Shelburne, ON 

Job Type: Casual

Target Salary Range: $20 - $21/h

The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.

Vacancy Status: This is a existing position

Scope of Position:

This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna.  The incumbent 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 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 and refer to their appropriate branch partner or Senior Bankers.

In addition, this role requires the Associate to maintain a cash drawer and service members accordingly. 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 primary needs. Proactively promotes, up sells, and delivers a full range of banking products and services. Deals primarily with member-initiated contact.  

Major Responsibilities: 

Follows all sales and service processesMeet 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 interactionProvides education and advice to members on basic transactional banking and less complex investment and credit situations.Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy.Identify and refer high value or high potential members to appropriate staff.Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goalsAttends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns.Is available for walk in traffic and other member-initiated contact.Acts as a member of both the MSR and Sales teams.Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages.Is proficient in the use of sales and service tools to support member interactionsIdentify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement.Actively participate in regular weekly goal setting meeting and coaching sessions.Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna.Perform other duties as assigned.

Expectations / Outcomes: 

Personal sales/ service targets will be met or exceeded as determined by the Branch AOPMembers will view the organization as exceeding their expectations in terms of service qualityAlignment of individual contributions to Financial Performance; Member Engagement and Community Impact goals of Alterna.

Educations / Certifications / Experience:

Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experienceFinancial Services Industry experience an assetProven sales experienceExperience in providing credit solutions an asset

Knowledge / Skills:

Knowledge of investments, loans; basic knowledge of mortgagesWorking knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needsSound knowledge of various computer applications such as Excel, Word etcGood problem-solving skills sufficient to identify, analyze and resolve basic member issues/problemsExcellent interpersonal and communication skills

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

To learn more about Alterna Savings, please visit , X, Facebook, Instagram, or LinkedIn.

Working at Alterna

We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for nine consecutive years.

* We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

* Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

* Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants

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