Personal Banking Associate; Hybrid Jobs in North York, Canada at Alterna Savings
Position: Personal Banking Associate (Hybrid)
Location: North York
Company: Alterna Savings & Credit Union Ltd.
Job Type: Full-time
Target Salary Range: $46,000 – $50,000
The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.
Vacancy Status: This is a existing position
Scope of Position:
Major Responsibilities:
Follows all sales and service processes
Meet sales targets by delivering products and services that satisfy the members’ primary need.
Probes to uncover additional needs to cross sell and up sell at every member interaction
Provides education and advice to members on basic transactional banking and less complex investment and credit situations.
Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy.
Identify and refer high value or high potential members to appropriate staff.
Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals
Attends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns.
Is available for walk in traffic and other member-initiated contact.
Acts as a member of both the MSR and Sales teams.
Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages.
Is proficient in the use of sales and service tools to support member interactions
Identify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement.
Actively participate in regular weekly goal setting meeting and coaching sessions.
Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.
Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna.
Perform other duties as assigned.
Educations / Certifications /
Experience:
Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
Financial Services Industry experience an asset
Proven sales experience
Experience in providing credit solutions an asset
Knowledge /
Skills:
Knowledge of investments, loans; basic knowledge of mortgages
Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs
Sound knowledge of various computer applications such as Excel, Word etc
Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems
Excellent interpersonal and communication skills
Title: Personal Banking Associate; Hybrid
Company: Alterna Savings
Location: North York, Canada
Category:
