Personal Banking Associate (Hybrid)

**Company:** Alterna Savings & Credit Union Ltd. **Job Type:** Full-time **Target Salary Range:** $46,000 - $50,000 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. **Vacancy Status:** This is a existing position #### **Scope of Position:** **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 etc - Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems - Excellent interpersonal and communication skills **About Alterna Savings** Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services. To learn more about Alterna Savings, please visit [alterna.ca](https://www.alterna.ca/en/personal), [X](https://twitter.com/alternasavings), [Facebook](https://facebook.com/alternasavings), [Instagram](https://www.instagram.com/alternasavingscu/), or [LinkedIn](https://ca.linkedin.com/company/alterna-savings). **Working at Alterna** We are incredibly proud of our corporate culture, embodying our core values: Colla…