Canadian Commercial Banking Associate providing customized financial solutions for business clients in North America. Structuring equipment financing and collaborating with mid - market businesses to meet their goals.
About the role
- Personal Banking Associate responsible for assessing financial needs of members at Alterna Savings and cross-selling appropriate products. Maintains cash drawer and provides education on banking services.
Responsibilities
- 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
- Contributes to the team’s sales plan through effective assessment of members’ financial needs and providing product and service solutions
- Dealing primarily with member-initiated contact
Requirements
- Post-secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
- 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
- Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems
- Excellent interpersonal and communication skills
Benefits
- Competitive compensation
- Professional development opportunities
- Hybrid work model
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