Job Description
Step into a rewarding Personal Banking Associate role at Alterna, where you'll engage with members as a dual Banker/Teller. This position offers a full-time commitment with a focus on identifying and servicing member needs.
Your role as a Personal Banking Associate will expertly combine member interactions with sales tactics. You will assess financial needs and proactively promote banking products to cultivate relationships. Efficiency in cash drawer management and adherence to compliance are critical to this position.
Key Responsibilities:
• Execute sales processes while ensuring service quality
• Achieve sales goals through member engagement
• Conduct needs analysis to promote suitable products
• Provide advice on banking transactions effectively
• Ensure compliance with security and risk procedures
Requirements:
• Minimum 2 years of relevant sales experience
• Financial Services experience preferred
• Proven skills in providing effective sales soluti...
Your role as a Personal Banking Associate will expertly combine member interactions with sales tactics. You will assess financial needs and proactively promote banking products to cultivate relationships. Efficiency in cash drawer management and adherence to compliance are critical to this position.
Key Responsibilities:
• Execute sales processes while ensuring service quality
• Achieve sales goals through member engagement
• Conduct needs analysis to promote suitable products
• Provide advice on banking transactions effectively
• Ensure compliance with security and risk procedures
Requirements:
• Minimum 2 years of relevant sales experience
• Financial Services experience preferred
• Proven skills in providing effective sales soluti...
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