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
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