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About the Role
The Community Business Banking Officer (CBBO) is responsible for outbound, proactive contact with members and clients to understand and meet their banking and cash management needs. This role focuses on consolidating share of wallet, referring clients as needed, and driving sales through appointments and upselling. CBBOs contribute to team sales plans by assessing member needs, providing product and service solutions, and delivering financial advice.
Responsibilities
- Meet sales targets by delivering products and services that put members/clients' needs first.
- Proactively promote/sell and deliver a full range of banking products and services to meet members/clients' needs.
- Follow sales and service model by attending and actively participating in branch meetings, huddles, initiatives and campaigns.
- Maximize sales opportunities by using effective sales interviewing skills that uncover longer term financial members/clients' needs.
- Provide financial advice to members/clients with investment/credit needs requiring moderate financial solutions, using Alterna’s financial calculators.
- Acquire and refer potential high value members/clients’ relationships to IAs, SME and external partners.
- Maintain a working knowledge and understanding of all products and services offered and keep up to date with procedural changes.
- Understand and apply risk-based pricing models and use rational pricing discretion to ensure every customer is profitable.
- Use sales and service tools to support members/clients interactions (i.e. Excel, Financial Calculators, STARS).
- Develop and implement a proactive members/clients call plan.
- Follow through on self-generated sales and retention leads.
- Follow through on referrals from other internal staff.
- Identify and set personal development plan and complete activities set in plan.
- Actively participate in regular coaching sessions.
- Be compliant with anti money laundering guidelines.
- Perform other duties as assigned.
Requirements
- Post-secondary education combined with 3 years related experience in a financial institution or an equivalent combination of education and experience.
- Proven track record in sales.
- Experience in providing credit solutions.
Skills
- Detailed working knowledge of investment and good knowledge of lending and mortgages sufficient to analyze members' needs, explain features and benefits and place the product for the members/clients.
- Sound knowledge of various computer applications such as Excel, Word etc.
- Good knowledge of the sales process and strong communication skills to interview effectively to uncover members/clients’ needs.
- Good problem-solving skills sufficient to identify, analyze and resolve complex members/clients’ issues/problems.
- Solid negotiation skills to deal with members/clients’ solutions and sales.
Work Type
- Full time
Education Level
- Post secondary education
Salary/Compensations
- $55,000 - $60,000
About the Company
- 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.
- We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for nine consecutive years.
Equal Opportunity
- Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.
- Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants.