Personal Banking Associate Jobs in Fort Frances, Canada at Alterna Savings
Title: Personal Banking Associate
Company: Alterna Savings
Location: Fort Frances, Canada
Category:
Location: Fort Frances
Job Type: Full Time
Vacancy Status: This posting is for an existing vacancy
Target Salary Range
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.
Scope of Position
This is a Banker/ Teller dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent 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 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 and refer to their appropriate branch partner or Senior Bankers.
In addition, this role requires the Associate to maintain a cash drawer and service members accordingly.
The Person al Banking Associate 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, up sells, and delivers a full range of banking products and services. Deals primarily with member-initiated contact.
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
Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems
Excellent interpersonal and communication skills
