Found Description
Join Alterna Savings as a Personal Banking Associate and make an impact on member journeys. Assist with banking needs while meeting sales targets and delivering exceptional member service.
As a Personal Banking Associate, you'll directly interact with new Alterna members, assessing their banking needs and providing tailored solutions. Your role requires a commitment to ongoing learning and ability to demonstrate effective sales techniques. By building rapport and understanding complex needs, you'll help optimize members' banking experiences.
Key Responsibilities:
• Facilitate member inquiries and service requests efficiently
• Meet and exceed sales goals through strategic selling approaches
• Provide sound advice on banking transactions and investment options
• Recognize and refer high-value members appropriately
• Ensure compliance with anti-money laundering regulations
Requirements:
• 2+ years' experience in a sales-oriented role
• Background in financia...
As a Personal Banking Associate, you'll directly interact with new Alterna members, assessing their banking needs and providing tailored solutions. Your role requires a commitment to ongoing learning and ability to demonstrate effective sales techniques. By building rapport and understanding complex needs, you'll help optimize members' banking experiences.
Key Responsibilities:
• Facilitate member inquiries and service requests efficiently
• Meet and exceed sales goals through strategic selling approaches
• Provide sound advice on banking transactions and investment options
• Recognize and refer high-value members appropriately
• Ensure compliance with anti-money laundering regulations
Requirements:
• 2+ years' experience in a sales-oriented role
• Background in financia...
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