Personal Banking Advisor

Job Details

Job Type: Full-Time. Vacancy Status: Existing vacancy. Target Salary Range: $57,000 - $65,000.

Scope of Position

The Personal Banking Advisor (PBA) is responsible for managing and building an assigned book of business primarily composed of members with identified multifaceted needs. The PBA ensures that all of the member’s financial needs are met by the most appropriate resource within Alterna and has overall responsibility/accountability for the relationship. Through proactive relationship management, the PBA retains and grows the book by increasing the share of member business using all of Alterna’s products and services, including both credit and investment solutions.

Key Responsibilities

• Manage an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet all members’ complex credit/investment needs.
• Establish regularly scheduled contacts with members/client...