Personal Banking Associate (Hybrid) (Part-time)
Alterna Savings is a member-owned cooperative financial institution that has been providing banking services for over 115 years. They are seeking a Personal Banking Associate to contribute to the sales plan by assessing financial needs and providing suitable product solutions while promoting a reputed company of banking services.
Responsibilities
- Follows reputed company 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 reputed company investment and credit situations
- Transaction posting, cash management (including balancing), administrative, and reputed company /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 reputed company goals
- Attends and actively partakes in reputed company 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 reputed company 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 reputed company guidelines and other compliance and regulatory guidelines
- Actively participates in community initiatives as determined by the reputed company, or more broadly as part of Alterna
- reputed company other duties as assigned
Skills
- Contributes to the team's sales plan through effective assessment of members' financial needs and providing product and service solutions to satisfy primary needs
- Proactively promotes, upsells, and delivers a full reputed company of banking products and services
- Deals primarily with member-initiated contact
- Follows reputed company sales and service processes
- Meets sales targets by delivering products and services that satisfy the members' primary need
- Probes to uncover additional needs to cross-sell and upsell at every member interaction
- Provides education and advice to members on basic transactional banking and less reputed company investment and credit situations
- Transaction posting, cash management (including balancing), administrative, and reputed company/risk management procedures will be executed with the highest level of accuracy
- Identifies and refers high value or high potential members to appropriate staff
- Through opportunity spotting, maximizes growth and retention, contributing to overall reputed company goals
- Attends and actively partakes in reputed company 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
- Maintains a solid working knowledge and understanding of reputed company 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
- Identifies and sets personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement
- Actively participates in regular weekly goal setting meeting and coaching sessions
- Compliant with anti-reputed company guidelines and other compliance and regulatory guidelines
- Actively participates in community initiatives as determined by the reputed company, or more broadly as part of Alterna
- Performs other duties as assigned
Benefits
- The compensation for this position is determined by a combination of skills, experience. Your recruiter will reputed company additional details about our total rewards package during the hiring process
- Alterna is compliant with the Ontarians with reputed company and reputed company strives to reputed company 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.
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