![Alterna Savings](https://media.trabajo.org/img/noimg.jpg)
Personal Banking Associate
4 weeks ago
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 assetKnowledge / 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 skillsCompetencies
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-
Personal Banking Associate
3 weeks ago
Hamilton, Canada BMO Financial Group Full time999 Upper Wentworth St, #0135B Hamilton Ontario,L9A 4X5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Personal Banking Associate
3 weeks ago
Hamilton, Canada BMO Financial Group Full time2170 Rymal Road East Hamilton Ontario,L0R 1P0 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Personal Banking Associate
2 weeks ago
Hamilton, Canada BMO Financial Group Full time275-291 James Street North Hamilton Ontario,L8R 2L4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Personal Banking Associate
4 weeks ago
Hamilton, Canada BMO Financial Group Full time1587 Upper James Street Hamilton Ontario,L9B 0H7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Personal Banking Officer
4 weeks ago
Hamilton, Canada Alterna Full time**Scope of Position** The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and...
-
Personal Banking Officer
2 weeks ago
Hamilton, Ontario, Canada Alterna Savings Full timeScope of PositionThe Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and refer to...
-
Personal Banking Associate
7 days ago
Hamilton, Canada Alterna Sa Full timePersonal Banking Associate (Hybrid) (6 Month Contract) Job Category: Retail Branches Requisition Number: PERSO003044 Apply now Posted : April 17, 2024 Full-Time Locations Showing 1 location Hamilton Branch 1005 King Street West Hamilton, ON L8S1L3, CAN Description Scope of Position This is a dual role that serves in a unique...
-
Business Banking Associate
4 weeks ago
Hamilton, Canada TD Bank Full time**Business Banking Associate**: - 425874BR **Job Category - Primary** - Commercial Banking **Work Location** - 100 King Street W Hamilton Corporate **Employment Type** - Regular **City** - Hamilton **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - TD...
-
Business Banking Associate
4 weeks ago
Hamilton, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy...
-
Business Banking Associate
4 weeks ago
Hamilton, Canada TD Bank Full time403244BR Commercial Banking Hamilton, ON March 16, 2023 Company Overview Department Overview TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that’s right for them now,...
-
Business Banking Associate
3 weeks ago
Hamilton, Canada TD Bank Full timeWork Location: Hamilton, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: Department Overview: TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing...
-
Personal Banking Officer
4 weeks ago
Hamilton, Ontario, Canada Alterna Full timeScope of Position The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and refer...
-
Business Banking Associate
4 weeks ago
Hamilton, Canada TD Bank Full time425874BR Commercial Banking Hamilton, ON November 22, 2023 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a...
-
Business Banking Associate
3 weeks ago
Hamilton, Canada TD Bank Full time430767BR Commercial Banking Hamilton, ON January 22, 2024 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a...
-
Business Banking Associate
2 weeks ago
Hamilton, Ontario, Canada TD Bank Full time430767BRCommercial BankingHamilton, ONJanuary 22, 2024Hours37.5Workplace ModelHybridPay DetailsDepartment OverviewTD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that's right...
-
Personal Banking Officer
2 weeks ago
Hamilton, Ontario, Canada Alterna Sa Full timeJoin our Team as a Personal Banking Officer (Lending Specialist) at Alterna Savings and Credit Union LimitedWelcome to a rewarding career opportunity as a Personal Banking Officer (Lending Specialist) at Alterna Savings and Credit Union Limited. If you are seeking a role that involves proactively engaging with members to understand their financial needs and...
-
Inviting Indigenous Applicants: Personal Banking
3 weeks ago
Hamilton, Canada TD Bank Full time430845BR Retail Banking - Customer Service Hamilton, ON January 23, 2024 Hours 37.5 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our...
-
Business Banking Associate
4 weeks ago
Hamilton, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy...
-
Personal Banking Officer
2 weeks ago
Hamilton, Canada Alterna Savings Full time**Scope of Position** The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and...
-
Personal Banking Officer
4 weeks ago
Hamilton, Canada Alterna Full time**Scope of Position** The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and...