Personal Banking Associate (Hybrid)

Alterna Savings; Innisfil; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Sales Associate to enhance member engagement and drive sales. In this dynamic role, you will assess member needs, identify opportunities for cross-selling, and provide exceptional service. Your contributions will directly impact the financial well-being of members and the community. With a commitment to collaboration and integrity, this position offers a chance to thrive in a supportive environment while achieving personal and organizational goals. If you have a passion for sales and a desire to make a difference, this opportunity is perfect for you.

Qualifications

• Minimum 2 years in sales or equivalent experience required.
• Experience in financial services is a plus.

Responsibilities

• Achieve sales targets by offering suitable products and services.
• Educate members on basic banking and investment options.

Skills

Sales Skills

Interpersonal Skills

Problem-Solving Skills

Communication Skills

Basic Knowledge of Investments and Loans

Education

Post-Secondary Education

Tools

Excel

Word

Job description

Job Details

Description

This role serves as an ambassador for new and existing members of Alterna, requiring the incumbent to assess members' needs, identify opportunities for cross-selling and upselling, and provide appropriate guidance on products and services. The associate will also handle cash transactions and service members accordingly.

Major Responsibilities

• Follow all sales and service processes
• Achieve sales targets by offering suitable products and services
• Uncover additional needs through probing and cross-selling
• Educate members on basic transactional banking and less complex investment and credit options
• Accurately execute transaction posting, cash management, and administrative procedures
• Refer high-value or high-potential members to appropriate staff
• Maximize growth and retention through opportunity spotting
• Participate actively in branch meetings, sales initiatives, and campaigns
• Be available for walk-in traffic and member-initiated contact
• Maintain knowledge of all products and procedural updates
• Use sales and service tools effectively during member interactions
• Develop and pursue personal development plans
• Engage in regular goal setting and coaching sessions
• Comply with anti-money laundering and regulatory guidelines
• Participate in community initiatives as assigned
• Perform other duties as required

Expectations / Outcomes

• Meet or exceed personal sales and service targets
• Deliver exceptional service quality to members
• Align individual contributions with the organization’s financial, engagement, and community goals

Education / Certifications / Experience

• Post-secondary education with at least 2 years in sales or equivalent experience
• Experience in financial services is an asset
• Proven sales success
• Experience with credit solutions is an asset

Knowledge / Skills

• Knowledge of investments, loans, and basic mortgages
• Basic sales skills for opportunity spotting and needs analysis
• Proficiency in computer applications such as Excel and Word
• Problem-solving skills for addressing member issues
• Excellent interpersonal and communication skills

Competencies

• Member Engagement
• Continuous Learning & Agility
• Teamwork
• Achievement Orientation
• Adaptability
• Decision Making & Problem Solving
• Impact & Influence
• Initiative
• Sales Process adherence
• Professional/Technical Expertise

About Alterna Savings

Alterna Savings and Credit Union Limited has been delivering financial services for over 115 years, committed to community and member well-being. It operates across Ontario with 40 branches, a call center, and digital channels, offering a range of financial products and services.

To learn more, visit alterna.ca or follow us on social media.

Working at Alterna

Our culture embodies Collaboration, Integrity, and Respect, earning us multiple employer awards. We value accessibility and provide accommodations for applicants with disabilities during the recruitment process.