Alterna Savings
Personal Banking Associate at Alterna
Job Description
Elevate your career as a Personal Banking Associate with Alterna Savings. Engage with members, provide sound financial advice, and excel in sales by uncovering their unique banking needs.
This role serves as the first point of contact for new members seeking personalized banking solutions. With a focus on sales and member satisfaction, you'll drive growth through cross-selling opportunities and foster long-term relationships. Proficient knowledge of banking products and exceptional communication skills are key to your success in this role.
Key Responsibilities:
• Handle walk-in member requests for banking services
• Achieve sales targets through effective product offerings
• Provide educational service on banking and investment products
• Identify and refer high potential members to staff
• Maintain compliance with regulatory guidelines
Requirements:
• Minimum 2 years in sales or related field experience
•...
This role serves as the first point of contact for new members seeking personalized banking solutions. With a focus on sales and member satisfaction, you'll drive growth through cross-selling opportunities and foster long-term relationships. Proficient knowledge of banking products and exceptional communication skills are key to your success in this role.
Key Responsibilities:
• Handle walk-in member requests for banking services
• Achieve sales targets through effective product offerings
• Provide educational service on banking and investment products
• Identify and refer high potential members to staff
• Maintain compliance with regulatory guidelines
Requirements:
• Minimum 2 years in sales or related field experience
•...