Personal Banking Associate

Jobtailor; Town of Shelburne; On-site; CAD 42,000 - 65,000; Full time

Job summary

Alterna seeks an ambassador for sales and service duties across its member base. You will assess needs, cross-sell and up-sell, educate, and refer to branch partners or Senior Bankers while maintaining a cash drawer and meeting sales targets.

You will post transactions, manage cash, balance accounts, and follow risk-management procedures. You will build relationships, contribute to growth, and participate in team meetings and training.

Qualifications

• Post-secondary education.
• Minimum 2 years of experience in a sales industry or equivalent experience.
• Proven sales experience.
• Financial Services Industry experience is an asset.
• Experience providing credit solutions is an asset.
• Solid working knowledge of all offered products and services.
• Proficiency in sales and service tools.
• Knowledge of new accounts, investments, loans, and mortgages.
• Compliance with anti-money-laundering and regulatory guidelines.

Responsibilities

• Ambassador and service duties for Alterna members across sales and service tasks including assessing needs, cross-sell and up-sell opportunities, education, advice, and referrals to branch partners or Senior Bankers.
• Maintain a cash drawer and serve members.
• Meet sales targets through financial-needs assessment and product/service solutions.
• Execute transaction posting, cash management, balancing, administrative, security, and risk-management procedures accurately.
• Identify and refer high-value or high-potential members.
• Contribute to branch growth, retention, sales initiatives, campaigns, and goals.
• Participate in branch meetings, huddles, goal-setting meetings, and coaching sessions.
• Handle walk-in traffic and member-initiated contacts.
• Maintain current knowledge of banking products, services, and procedures.
• Use sales and service tools to support member interactions.
• Create and complete a personal development plan.
• Comply with anti-money-laundering, compliance, and regulatory guidelines.
• Participate in community initiatives.
• Perform other duties as assigned

Skills

Sales experience

Customer service

Communication

Team collaboration

Problem solving

AML compliance

Education

Post-secondary education

Tools

Sales and service tools

Job description

Ambassador and service duties for Alterna members across sales and service tasks including assessing needs, cross-sell and up-sell opportunities, education, advice, and referrals to branch partners or Senior Bankers. Maintain a cash drawer and serve members. Meet sales targets through financial-needs assessment and product/service solutions. Execute transaction posting, cash management, balancing, administrative, security, and risk-management procedures accurately. Identify and refer high-value or high-potential members. Contribute to branch growth, retention, sales initiatives, campaigns, and goals. Participate in branch meetings, huddles, goal-setting meetings, and coaching sessions. Handle walk-in traffic and member-initiated contacts. Maintain current knowledge of banking products, services, and procedures. Use sales and service tools to support member interactions. Create and complete a personal development plan. Comply with anti-money-laundering, compliance, and regulatory guidelines. Participate in community initiatives. Perform other duties as assigned

• Post-secondary education
• Minimum 2 years of experience in a sales industry or equivalent experience
• Proven sales experience
• Financial Services Industry experience is an asset
• Experience providing credit solutions is an asset
• Solid working knowledge of all offered products and services
• Proficiency in sales and service tools
• Knowledge of new accounts, investments, loans, and mortgages
• Compliance with anti-money-laundering and regulatory guidelines

Core Competencies

Demonstrates expertise in financial services, including knowledge of banking products, compliance with regulatory guidelines, and proficiency in sales and service tools. Proven ability to assess member needs, identify sales opportunities, and contribute to branch growth and retention.

Highest-signal resume keywords

• Sales Experience
• Financial Services Industry Knowledge
• Proficiency in Sales and Service Tools
• Knowledge of Banking Products
• Compliance with Anti-Money-Laundering Guidelines

ATS Optimization Keywords

Hard Skills

• Financial Needs Assessment
• Transaction Posting
• Cash Management
• Product Knowledge
• Credit Solutions

Soft Skills

• Customer Service
• Communication
• Team Collaboration
• Problem Solving

Industry Keywords

• Cross-Sell
• Up-Sell
• Branch Growth
• Regulatory Compliance
• Community Initiatives