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About the Role
The Personal Banking Officer is responsible for outbound, proactive member contact to understand and meet their banking needs, consolidate share of wallet, and refer to senior bankers. This role drives sales through appointments generated from proactive calling and upselling referrals, contributing to team sales plans by assessing member financial needs and providing product/service solutions.
Responsibilities
- Contribute to the growth and ongoing maintenance of the business and community portfolio.
- Source, receive, investigate, and analyze requests for products from various sources.
- Manage Alterna’s business relationships including commercial accounts, Cooperatives, and Not-for-Profit organizations.
- Meet sales targets by delivering products and services that prioritize member needs.
- Proactively promote and sell a full range of banking products and services.
- Follow the sales and service model by attending and actively participating in branch meetings, huddles, initiatives, and campaigns.
- Maximize sales opportunities using effective sales interviewing skills to uncover long-term financial member needs.
- Provide financial advice to members with investment/credit needs requiring moderate financial solutions.
- Acquire and refer potential high-value member relationships to internal and external partners.
- Maintain a working knowledge of all products and services and stay updated with procedural changes.
- Understand and apply risk-based pricing models and use rational pricing discretion.
- Utilize sales and service tools to support member interactions.
- Develop and implement a proactive member call plan.
- Follow through on self-generated sales and retention leads.
- Follow through on referrals from other internal staff.
- Identify and set a personal development plan and complete planned activities.
- Actively participate in regular coaching sessions.
- Comply with anti-money laundering guidelines.
- Perform other duties as assigned.
Requirements
- Post-secondary education combined with 3 years of related experience in a financial institution or an equivalent combination of education and experience.
- Proven track record in sales.
- Enrollment in Financial Planning or other similar type programs as part of continuing education.
- Experience in providing investment and credit solutions.
- Mutual Funds License.
Skills
- Above average analytical and interpersonal skills.
- General business knowledge.
- Mathematical aptitude.
- Detailed working knowledge of investments.
- Good knowledge of lending and mortgages.
- Sound knowledge of various computer applications such as Excel, Word.
- Good knowledge of the sales process.
- Strong communication skills.
- Good problem-solving skills.
- Solid negotiation skills.
Location
- 1577 Danforth Ave, Toronto, ON
Work Type
- Full time
Experience Level
- 3 years related experience
Education Level
- Post secondary education
Salary/Compensations
- $53,000 - $60,000
Benefits
- Total rewards package
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 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.