Transformation Delivery Associate in Canadian Retirement responsible for strategic improvements. Collaborating across teams to ensure objectives align with business benefits and outcomes.
About the role
- Personal Banking Associate assisting members at Alterna Savings with financial education and service needs. Maintaining cash drawer while meeting sales targets in a collaborative team environment.
Responsibilities
- Serve as ambassador for new/existing members of Alterna
- Provide appropriate education, advice, products and services
- Maintain a cash drawer and service members accordingly
- Follow all sales and service processes
- Meet sales targets
- Provide education and advice to members on basic transactional banking
- Identify and refer high value or high potential members to appropriate staff
- Maximize growth and retention contributing to overall Branch goals
- Attend and actively participate in branch meetings, huddles, sales initiatives, and campaigns
- Actively participates in community initiatives as determined by the Branch.
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.
Benefits
- Flexible working hours
- Professional development opportunities
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