Personal Banking Associate (Hybrid)

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

Job summary

An established industry player is seeking a Personal Banking Associate to serve as an ambassador for its members. This dynamic role involves assessing financial needs, promoting banking products, and providing exceptional service. You will contribute to sales goals while ensuring members receive tailored solutions. Join a collaborative team that values integrity and respect, and be part of a company with a long-standing commitment to community impact. If you are passionate about helping others and thrive in a sales-driven environment, this opportunity is perfect for you.

Qualifications

• Post-secondary education with a minimum of 2 years’ experience in sales or equivalent.
• Experience in the Financial Services Industry is an asset.

Responsibilities

• Assess members’ needs and provide suitable product and service solutions.
• Meet sales targets by delivering products and services that meet members’ primary needs.

Skills

Sales Skills

Interpersonal Skills

Problem-Solving Skills

Communication Skills

Basic Knowledge of Investments and Loans

Education

Post-secondary Education

Tools

Microsoft Excel

Microsoft Word

Job description

Job Details

Description

This role serves as an ambassador for new and existing members of Alterna. The incumbent must assess members' needs, identify opportunities for cross-selling and up-selling, and provide appropriate education, advice, products, and services. They will also refer members with complex needs to the appropriate branch or senior staff. Additionally, the Associate will maintain a cash drawer and provide member service.

The Personal Banking Associate contributes to the team’s sales goals by assessing members’ financial needs and offering suitable product and service solutions. They proactively promote, up-sell, and deliver a full range of banking products and services, primarily through member-initiated contact.

Major Responsibilities

• Follow all sales and service processes
• Meet sales targets by delivering products and services that meet members’ primary needs
• Probe to uncover additional needs for cross-selling and up-selling
• Provide education and advice on basic transactional banking and less complex investment and credit situations
• Execute transaction posting, cash management, administrative, and security procedures accurately
• Identify and refer high-value or high-potential members to appropriate staff
• Maximize growth and retention through opportunity spotting, contributing to branch goals
• Participate actively in branch meetings, huddles, sales initiatives, and campaigns
• Be available for walk-in traffic and member-initiated contact
• Act as a member of both the MSR and Sales teams
• Maintain knowledge of all products and services, including procedural updates
• Utilize sales and service tools effectively during member interactions
• Set personal development goals and complete related activities
• Participate in weekly goal-setting and coaching sessions
• Comply with anti-money laundering and other regulatory guidelines
• Participate in community initiatives as determined by the Branch or Alterna
• Perform other duties as assigned

Expectations / Outcomes

• Achieve or exceed personal sales and service targets as per Branch AOP
• Exceed members’ expectations regarding service quality
• Align individual contributions with financial performance, member engagement, and community impact goals

Education / Certifications / Experience

• Post-secondary education with a minimum of 2 years’ experience in sales or equivalent
• Experience in the Financial Services Industry is an asset
• Proven sales experience
• Experience in providing 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 like Excel, Word
• Problem-solving skills for resolving 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 Knowledge
• Professional/Technical Expertise

About Alterna Savings

Alterna has been delivering quality banking for over 115 years, creating positive impacts and giving back to the community. It is a member-owned cooperative with over 210,000 members, 40 branches across Ontario, and digital channels. For more information, visit alterna.ca.

Working at Alterna

We pride ourselves on our culture of Collaboration, Integrity, and Respect. We have received numerous employer awards, including the National Capital Region's Top Employers for eight consecutive years. We accommodate applicants with disabilities during the recruitment process. If needed, contact our Recruitment Team for assistance.