Personal Banking Associate

Alterna Savings; Quinte West; On-site; CAD 45,000 - 48,000; Full time

Job summary

Alterna Savings is seeking a full-time Personal Banking Associate in Ontario. The role is based at the Trenton Branch with flexibility to cover other Quinte Region branches as needed.

You will engage with members, advise on everyday banking needs, and promote cross-sell and up-sell of products and services while maintaining cash drawer accuracy and delivering excellent member service. The position emphasizes meeting sales targets, delivering education and guidance on transactions and basic

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 with accuracy
• Identify and refer high value or high potential members to appropriate staff
• Through opportunity spotting, maximizes growth and retention, contributing to branch goals
• Attends branch meetings, huddles, sales initiatives, and campaigns; available for walk-in traffic

Job description

Description

Job Type: Full-time

Target Salary Range: $45,000 - $48,000

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

Location: Home Branch is Trenton Branch, Must be flexible to be posted to other branches in the Quinte Region, including Belleville and Frankford Branches as needed.

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.