Personal Banking Associate (Hybrid Teller)

Alterna Savings; Belleville; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial institution seeks a Personal Banking Associate to serve as an ambassador for new and existing members. The role involves assessing financial needs, promoting suitable products, and ensuring a high level of service. Successful candidates will be key in meeting the branch's sales goals while fostering member engagement and satisfaction.

Qualifications

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

Responsibilities

• Meet sales targets by providing banking products and services.
• Identify and refer high-value members for specialized services.
• Provide education and advice on transactional banking and credit situations.

Skills

Problem-solving

Communication

Sales skills

Education

Post-secondary education

Job description

Job Details

Description

This role serves as an ambassador for new and existing members of Alterna. The incumbent will 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 specialized staff. Additionally, the role involves maintaining a cash drawer and providing member service.

The Personal Banking Associate contributes to the team’s sales plan by assessing members’ financial needs and offering suitable product and service solutions. The role primarily involves member-initiated contact, promoting and delivering banking products and services.

Major Responsibilities

• Follow all sales and service processes.
• Meet sales targets by providing products and services that meet members’ primary needs.
• Probe to uncover additional needs for cross-selling and up-selling during member interactions.
• Provide education and advice on transactional banking, investments, and credit situations.
• Accurately perform transaction posting, cash management, administrative tasks, and security procedures.
• Identify and refer high-value or high-potential members to appropriate staff.
• Maximize growth and retention through opportunity spotting, contributing to branch goals.
• Participate in branch meetings, huddles, sales initiatives, and campaigns.
• Be available for walk-in traffic and member-initiated contact.
• Act as part of both the MSR and Sales teams.
• Maintain a strong knowledge of all products and procedural updates.
• Use sales and service tools effectively during member interactions.
• Set and pursue personal development plans.
• Participate in goal setting and coaching sessions.
• Comply with anti-money laundering and other regulatory guidelines.
• Engage in community initiatives as directed by the branch or Alterna.
• Perform other duties as assigned.

Expectations / Outcomes

• Achieve or exceed personal sales and service targets as per branch plans.
• Ensure members perceive the organization as exceeding their service expectations.
• Align individual contributions with financial performance, member engagement, and community impact goals.

Education / Certifications / Experience

• Post-secondary education with at least 2 years of sales experience or equivalent.
• Experience in financial services 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 and Word.
• Strong problem-solving skills.
• Excellent interpersonal and communication skills.

Competencies

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

About Alterna Savings

Alterna Savings and Credit Union Limited has been delivering "The Good in Banking" for over 115 years, creating financial services that transform lives and support community. It comprises Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. With over 210,000 members, 40 branches across Ontario, a call centre, and digital channels, Alterna offers a full range of financial services including online brokerage and investment management.

Learn more at alterna.ca and follow us on social media.

Working at Alterna

We pride ourselves on our core values: Collaboration, Integrity, and Respect. Our culture has earned us multiple awards, including the National Capital Region's Top Employers for eight consecutive years. We value accessibility and encourage applicants requiring accommodations to contact our Recruitment Team.