Personal Banking Associate

1 week ago

Shelburne, Ontario, Canada Alterna Savings Full time $75,000 - $100,000 per year

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 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.
  • 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 goals
  • Attends 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 interactions
  • Identify 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 AOP
  • Members will view the organization as exceeding their expectations in terms of service quality
  • Alignment 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 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

Competencies

  • Member Engagement -Sustains member relations
  • Continuous Learning & Agility-Self assesses and monitors oneself to maintain personal effectiveness
  • Teamwork-Contributes positively as a team member
  • Achievement Orientation-Consistently meets work expectations
  • Adaptability-Recognizes how change will affect work
  • Decision Making & Problem Solving-Makes decisions based on guidelines
  • Impact & Influence-Uses facts and available information to persuade
  • Initiative-Addresses current issues
  • Sales Process-Applies Alterna's sales principles
  • Professional/Technical Expertise-Demonstrates working knowledge as relates to the job's role

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 eight years running.

  • 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.

  • Experienced Sales Associate

    3 days ago

    Shelburne, Ontario, Canada Trillium Ford Shelburne Full time

    Experienced Vehicle Sales Associate – Trillium Ford Lincoln Ltd. (Shelburne, ON)Job #E0951Join our award-winning teamTrillium Ford Lincoln Ltd. in Shelburne is looking for an experienced, motivated and customer-focused Vehicle Sales Associate to join our dynamic sales team.About the Role:As a Sales Associate, you'll help customers find their ideal vehicle...

  • Tool and Die Associate

    3 days ago

    Shelburne, Ontario, Canada KTH SHELBURNE MANUFACTURING INC Full time $79,384 - $90,000 per year

    KTH Shelburne Mfg is a Tier One supplier of welded automotive component parts and is accepting applications for a Tool and Die Associate on night shift.Tool and Die Associate Job Duties:Adhering to all safety regulations and procedures while working with machinery, welding equipment, and materials.Diagnosing and repairing issues with existing tools and dies,...

  • Branch Manager

    1 week ago

    Shelburne, Ontario, Canada Scotiabank Full time $80,000 - $120,000 per year

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch's personal and business portfolio.Is this role...

  • Industrial Electrician

    3 days ago

    Shelburne, Ontario, Canada KTH SHELBURNE MANUFACTURING INC Full time

    Job Description:KTH Shelburne is now accepting applications for an Industrial Electrician. KTH Shelburne is a leader in automotive frame components. We have built a team environment where all of our associates contribute to our overall success. We encourage and support continuous learning, and provide on-site PLC and Robotics training.The Perks:Competitive...

  • Cafeteria Cashier

    2 weeks ago

    Shelburne, Ontario, Canada Maple Grove Farm & Market Full time $17,600 - $18,500 per year

    OverviewJoin our dynamic team as a Cafeteria Cashier, where your energetic attitude and customer focused approach will create a welcoming environment for all ski guests. In this role you will be the friendly face behind the register, ensuring accurate transactions and exceptional service in a fast-paced food service setting. Cahiers will also make coffee and...

  • Forklift Operator

    3 days ago

    Shelburne, Ontario, Canada KTH SHELBURNE MANUFACTURING INC Full time $28,880 - $45,000 per year

    KTH Shelburne is now accepting applications for a Material Handler/ Forklift Operator. Successful candidates for this position must be team players and able to work in a fast paced, manufacturing environment. KTH Shelburne is a leader in automotive frame components. We have built a team environment where all of our associates contribute to our overall...

  • Electromechanical Technologist

    3 days ago

    Shelburne, Ontario, Canada KTH SHELBURNE MANUFACTURING INC Full time $60,000 - $65,000 per year

    KTH Shelburne is now accepting applications from Electromechanical Technologists to join our team as an Engineering Project Lead. KTH Shelburne is a leader in automotive frame components, and is Dufferin County's largest employer. With over 500 employee's, we have built a team environment where all of our associates contribute to our overall success. We...

  • material handler

    1 week ago

    Shelburne, Ontario, Canada Ice River Sustainable Solutions Full time $40,000 - $60,000 per year

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 88 hours bi-weeklyEducation:Expérience:EducationSecondary (high) school graduation certificateWork site environmentAt heightsConfined spacesDustyHotNoisyWet/dampWork settingRural areaManufacturePlastic products manufacturersPlastics processing industryPetrochemical industryComputers...

  • Personal Banking Associate

    4 weeks ago

    Shelburne, Canada TD Full time

    Personal Banking Associate - (Future Opportunities) 6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Détails De La Rémunération : $43,900 - $58,600 CAD Lieu De Travail : Shelburne, Ontario, Canada Horaire : 37.5 heures Secteur D’activité : Services bancaires personnels et commerciaux La TD a à...

  • Personal Banking Associate

    2 weeks ago

    Shelburne, Canada Alterna Savings Full time

    **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...

  • Personal Banking Associate

    1 week ago

    Shelburne, Ontario, LVL, Canada Alterna Savings Full time $40,000 - $60,000 per year

    Scope of PositionThis 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...

  • Banking Advisor Intern

    6 days ago

    Shelburne, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    1 week ago

    Shelburne County, Canada National Bank of Canada Full time $50,000 - $70,000 per year

    Youtube VideoA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You'll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.Your job:Greet clients and...

  • Part-time Sales Associate

    5 days ago

    Shelburne, Canada Pet Valu Full time

    Location: Shelburne, Nova Scotia Job Description: The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing families with food and supplies for dogs, cats, companion birds, wild birds, fish, reptiles and small...

  • Banking Advisor

    2 weeks ago

    Town Of Shelburne, Canada National Bank of Canada Full time

    Banking Advisor National Bank of Canada A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people‑centric experience for branch...

  • Personal Support Worker

    1 week ago

    Shelburne, Canada Southbridge Care Homes Full time

    Home: Shelburne Location: Shelburne, ON Position: Personal Support Worker Tired of living to work? Work to LIVE in beautiful Shelburne! Situated a short distance from the GTA, Collingwood, Blue Mountain, Lake Simcoe, and multiple provincial parks, adventure is never far in Shelburne Ontario! This lovely town also offers a variety of restaurants, as well...

  • Personal Support Worker

    1 week ago

    Shelburne, Canada Southbridge Care Homes Full time

    Home: Shelburne Location: Shelburne, ON Position: Personal Support Worker Tired of living to work? Work to LIVE in beautiful Shelburne! Situated a short distance from the GTA, Collingwood, Blue Mountain, Lake Simcoe, and multiple provincial parks, adventure is never far in Shelburne Ontario! This lovely town also offers a variety of restaurants, as well...

  • Personal Support Worker

    1 week ago

    Shelburne, Canada Southbridge Care Homes Full time

    Home: Shelburne Location: Shelburne, ON Position: Personal Support Worker Tired of living to work? Work to LIVE in beautiful Shelburne! Situated a short distance from the GTA, Collingwood, Blue Mountain, Lake Simcoe, and multiple provincial parks, adventure is never far in Shelburne Ontario! This lovely town also offers a variety of restaurants, as well...