Personal Banking Advisor

Alterna; Canada; Hybrid; CAD 32,000 - 33,000; Full time

Job summary

Alterna Savings Nepean is seeking a Personal Banking Associate to greet members, assess financial needs and promote a full range of banking products and services. You will support cross-sell and up-sell opportunities while providing education and financial solutions to mass-market members.

The role involves handling walk-ins, emails, and in-bound calls, meeting sales targets and referring complex needs to branch partners. Prior banking or financial services experience is preferred.

Qualifications

• Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
• Financial Services Industry experience an asset
• Experience in providing credit solutions an asset

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
• 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

Skills

Investments

Loans

Sales skills

Excel

Interpersonal

Education

Post secondary education

2+ years sales experience

Financial services asset

Tools

Excel

Word

Job description

Alterna Savings Nepean is seeking a Personal Banking Associate to greet members, assess financial needs and promote a full range of banking products and services. You will support cross-sell and up-sell opportunities while providing education and financial solutions to mass-market members.

The role involves handling walk-ins, emails, and in-bound calls, meeting sales targets and referring complex needs to branch partners. Prior banking or financial services experience is preferred.