Commercial Banking Associate learning commercial lending and financial analysis at TD Bank. Developing proposals and client solutions for Canadian mid - market businesses.
About the role
- Personal Banking Associate serving Alterna, a member-owned Canadian financial institution. Assessing member needs, delivering banking solutions, and supporting branch sales and service goals.
Responsibilities
- Serve as an ambassador for new and existing Alterna members
- Assess members’ overall needs and identify cross-sell and up-sell opportunities
- Provide education, advice, products, and services for mass-market members
- Refer members with complex needs to branch partners or Senior Bankers
- Maintain a cash drawer and serve members
- Meet sales targets through financial-needs assessment and product/service solutions
- Execute transaction posting, cash management, balancing, administrative, security, and risk-management procedures accurately
- Identify and refer high-value or high-potential members
- Contribute to branch growth, retention, sales initiatives, campaigns, and goals
- Participate in branch meetings, huddles, goal-setting meetings, and coaching sessions
- Handle walk-in traffic and member-initiated contacts
- Maintain current knowledge of banking products, services, and procedures
- Use sales and service tools to support member interactions
- Create and complete a personal development plan
- Comply with anti-money-laundering, compliance, and regulatory guidelines
- Participate in community initiatives
- Perform other duties as assigned
Requirements
- Post-secondary education
- Minimum 2 years of experience in a sales industry or equivalent experience
- Proven sales experience
- Financial Services Industry experience is an asset
- Experience providing credit solutions is an asset
- Solid working knowledge of all offered products and services
- Proficiency in sales and service tools
- Knowledge of new accounts, investments, loans, and mortgages
- Compliance with anti-money-laundering and regulatory guidelines
Benefits
- Total rewards package details provided during the hiring process
- Community initiative participation
- Accessible accommodation support during recruitment
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