Become a Personal Banking Associate with Alterna, where you empower members by providing tailored banking solutions. Engage with clients directly, assessing their needs and promoting appropriate financial products.
In this full-time role, the Personal Banking Associate acts as a key member contact for new and existing clients at Alterna Savings. With two years of sales experience, you will assess financial needs and promote banking products and services effectively. Your role is critical in cross-selling services and ensuring compliance with regulations while delivering exceptional member experiences.
Key Responsibilities:
• Follow all sales and service processes diligently
• Meet sales targets and member needs effectively
• Probe to uncover additional client needs proactivity
• Provide educational banking advice and solutions
• Refer high-potential members to specialized staff
Requirements:
• Minimum 2 years in a sales-oriented role
• Experience in the fi...