Scope of Position
This role is the ambassador for new members to Alterna, all walk in requests and referrals to the rest of the sales team. The incumbents 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 is able to 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 with and refer to their appropriate branch partner.
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 the primary needs. Proactively promotes, up sells and delivers a full range of banking products and services. Deals primarily with member initiated contact (walk in, e-mails, in bound calls, faxes).
Major Responsibilities
Educations / Certifications / Experience
Knowledge / Skills
Competencies
About Alterna Savings
Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.
Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.
To learn more about Alterna Savings, please visit alterna.ca, X, Facebook, Instagram, or LinkedIn.
Working at Alterna
We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.
* We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.
* Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.