Life Service Associate answering clients’ and brokers’ Life and Health insurance policy inquiries for RBC, Canada’s largest bank. Managing calls, emails, policy information, and first - contact resolutions.
About the role
- Personal Banking Associate handling sales and service processes at Alterna Savings & Credit Union. Educating members on basic banking and investment services while meeting sales targets.
Responsibilities
- Follows all sales and service processes
- Meet sales targets by delivering products and services that satisfy the members’ primary need.
- Probes to uncover additional needs to cross sell and up sell at every member interaction
- Provides education and advice to members on basic transactional banking and less complex investment and credit situations.
- Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy.
- Identify and refer high value or high potential members to appropriate staff.
- Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals
- Attends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns.
- Is available for walk in traffic and other member-initiated contact.
- Acts as a member of both the MSR and Sales teams.
- Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages.
- Is proficient in the use of sales and service tools to support member interactions
- Identify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement.
- Actively participate in regular weekly goal setting meeting and coaching sessions.
- Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.
- Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna.
- Perform other duties as assigned.
Requirements
- Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
- Financial Services Industry experience an asset
- Proven sales experience
- Experience in providing credit solutions an asset
- Knowledge of investments, loans; basic knowledge of mortgages
- Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs
- Sound knowledge of various computer applications such as Excel, Word etc
- Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems
- Excellent interpersonal and communication skills
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