Enhance member services as a Customer-Focused Banking Associate with Alterna in Ontario, a full-time position dedicated to uncovering financial needs and delivering optimal banking solutions.
As a crucial team member at Alterna, you'll engage with members, understanding their financial objectives and aspirations. Your ability to provide tailored advice and identify opportunities will not only contribute to team sales goals but also foster long-term relationships with members, ensuring their satisfaction.
Key Responsibilities:
• Conduct assessments to identify members' financial needs
• Cross-sell and upsell relevant banking products proactively
• Educate members on basic banking transactions and investment options
• Attend branch huddles and support sales campaigns
• Follow up on member inquiries in a timely manner
Requirements:
• Minimum of 2 years experience in sales required
• Completion of post-secondary education preferred
• Knowledge of various ba...