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Added 20 mins ago
Community Associate
iQ Office Suites Holdings Inc
Vancouver, BC
Up to $50,000 CAD / year
Full-time
The Community Associate will work with the Community Manager to ensure all aspects of the location's operations are running smoothly and that all Members and Visitors are having the best…
Added 50 mins ago
NRO Sales Associate I - NU
The Salvation Army Canada and Bermuda Territory
Markham, ON
Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 1 hour ago
Relationship Manager, Business Markets Intern
Royal Bank of Canada
Peterborough, ON
Full-time
Credit skills and knowledge, including an understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentations
Added 1 hour ago
Gatehouse / Yard Security Associate
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St. John's, NL · Greater St. John's Metropolitan Area
Part-time
We are currently looking for a Gatehouse associate to work in a fast-paced retail environment. This position requires working outside and to be extremely knowledgeable about building…
Added 1 hour ago
Estimator (Water)
City of St. Louis
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Full-time
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Added 1 hour ago
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Account Manager II, Agricultural Services
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Full-time
…of existing agricultural customer relationships across both credit and non-credit products and services. The Account Manager II conducts credit analysis for their portfolio, develops a…
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Associate Financial Consultant - 34th at Victoria
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As part of a collaborative team of consultants within the credit union, the Associate Financial consultant offers clear, practical financial guidance at the introductory level. The role…
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Toronto, ON
Full-time
This role directly manages authorized credit and transactional risk limits across our group of fund relationships. Counterparties include regulated funds, pension funds, managed accounts,…
Added 2 hours ago
Director, Canadian Banking Controller
CIBC
Toronto, ON
Full-time
Reporting to the Associate Vice President, Banking, Wealth and Corporate Controller, the Director, Canadian Banking Controller (the “Controller”) plays a key role in supporting the Canadian…
Added 2 hours ago
Mall Store Sales Associate ( Sherway Gardens) - Full-Time Permanent
Bed Bath & Beyond
Toronto, ON · Etobicoke, ON
Full-time
Annual Wellness Credit of up to $250.00 for any products/services that improve your health and well-being, i.e., health assessments, nutrition counselling, hiking shoes, a yoga outfit or…
Added 2 hours ago
Mall Store Sales Associate (Fairview, Scarborough Town, Hillcrest) - Full-Time Permanent
Bed Bath & Beyond
Toronto, ON · North York, ON
Full-time
Annual Wellness Credit of up to $250.00 for any products/services that improve your health and well-being, i.e., health assessments, nutrition counselling, hiking shoes, a yoga outfit or…
Added 2 hours ago
Research Associate - CARTE (12 Month Term)
University of Toronto
Toronto, ON
…and energy, and translates that research into customized non-credit AI/ML training programs for international industry and government partners, for the Faculty’s graduate students, and for…
Added 3 hours ago
Associate Account Manager, Business Sales and Service - Pembina Location
Steinbach Credit Union
Winnipeg, MB
Full-time
Build a rewarding career with Steinbach Credit Union
Added 4 hours ago
DIRECTEUR ADJOINT DE MAGASIN, VENTES SPÉCIALES
The Home Depot Canada
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Full-time
…these programs and services to customers and associates (e.g., Credit, SF&I, ESPs, Pro Sales and Tool…
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Assistant Store Manager - 7052 Regina
The Home Depot Canada
Regina, SK
Full-time
…these programs and services to customers and associates (e.g., Credit, SF&I, ESPs, Pro Sales and Tool…
Added 4 hours ago
(CAN) Front End Team Lead
Walmart Canada
Flin Flon, MB
Full-time
Handles customer and associate concerns and provides guidance as required.
Added 4 hours ago
Sales Associate (Sudbury) - Permanent Full time
Bed Bath & Beyond
Sudbury, ON
Full-time
Annual Wellness Credit of up to $250.00 for any products/services that improve your health and well-being, i.e., health assessments, nutrition counselling, hiking shoes, a yoga outfit or…
Added 4 hours ago
Gatehouse / Yard Security Associate
J.D. Irving, Limited
St. John's, NL
Part-time
We are currently looking for a Gatehouse associate to work in a fast-paced retail environment. This position requires working outside and to be extremely knowledgeable about building…
Added 4 hours ago
Originations Associate
Merchant Growth
Vancouver, BC
Full-time
The company is seeking a high-performing and motivated full-time Originations Associate. If you are looking to join a company poised for continued significant growth over the next few…
Added 4 hours ago
Financial Service Representative
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Waterloo, ON
…prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit…
Added 4 hours ago
Associate Financial Consultant - McTavish
Brandon University
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Full-time
As part of a collaborative team of consultants within the credit union, the Associate Financial consultant offers clear, practical financial guidance at the introductory level. The role…
Added 4 hours ago
Store Associate
The Salvation Army in Canada
Vancouver, BC
Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 4 hours ago
Store Associate
The Salvation Army in Canada
BC · Cowichan, BC
Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 5 hours ago
Financial Services Associate - Full Time - 15 Month Contract
Meridian Credit Union
Hamilton, ON
$60,000 to $64,000 CAD / year
Full-time
As Financial Services Associate (15-Month Contract):

Alterna Savings

Personal Banking Associate

Toronto, ON, M8V 1J8, Canada

Pay: Target Salary Range: $45,000-48,000
Job type: Full-time
Experience: Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
Posting language: English
Posted: Sep 25, 2026

Apply About employer

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Original job description

Location: 3001 Lake Shore Blvd. West , Toronto ON M8V 1J8

Job Type: Full-Time

Target Salary Range: $45,000-48,000

The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.

Vacancy Status: This is a existing position

Scope of Position:

This role is the ambassador for new members to Alterna, all walk in requests and referrals to the rest of the sales team. The incumbents must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and is able to meet the needs of all mass market members by providing appropriate education, advice, products and services. They will also identify members with more complex needs with and refer to their appropriate branch partner.

The Personal Banking Associate contributes to the team’s sales plan through effective assessment of members’ financial needs and providing product and service solutions to satisfy the primary needs. Proactively promotes, up sells and delivers a full range of banking products and services. Deals primarily with member initiated contact (walk in, e-mails, in bound calls, faxes).

Major 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.
Identify and refer high value or high potential members to appropriate staff.
Through opportunity spotting maximizes growth and retention.
Attends and actively partakes in branch meetings, huddles, sales initiatives and campaigns.
Is available for all walk in traffic and other member initiated contact
Acts to address on the spot referrals from MSR team.
Meets voice mail/call handling guidelines. Respond to members within 4 hrs.
Maintain a solid working knowledge and understanding of all products and services we offer and keep up to date with procedural changes including new accounts, investments, loans and mortgages.
Be proficient in the use of sales and service tools to support member interactions
Identify and set personal development plan and complete activities set in plan.
Actively participate in regular weekly goal setting meeting and coaching sessions.
Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.
Perform other duties as assigned.

Expectations / Outcomes:

Targets/benchmarks
Members who initiate contact with us have primary need satisfied
Sales plans are met by up selling products and service

Contacts:

Branch and other department staff
External partners
Members

Educations / Certifications / Experience:

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 / Skills:

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

About Alterna Savings:

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

To learn more about Alterna Savings, please visit alterna.ca, X, Facebook, Instagram, or LinkedIn.

Working at Alterna:

We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for nine consecutive years.

We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants

Apply About employer

More about this job

Responsibilities

The Personal Banking Associate acts as an ambassador for new members, managing walk-in requests and referrals while proactively promoting banking products and services. They are responsible for assessing member financial needs, providing education, and meeting sales targets through effective cross-selling and up-selling.

Requirements

Candidates must have post-secondary education and a minimum of two years of experience in a sales industry or equivalent. Proficiency in sales tools and a solid understanding of financial products such as investments, loans, and mortgages are required.

Skills

Sales
Customer service
Financial advice
Cross-selling
Up-selling
Problem-solving
Interpersonal skills
Communication skills
Investment knowledge
Loan knowledge
Mortgage knowledge
Microsoft Excel
Microsoft Word
Anti-money laundering compliance
Call handling

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Sales
Customer Service
Financial Services
Cross-selling
Up-selling
Investments
Loans
Mortgages
Anti-Money Laundering
Compliance
Relationship Management
Retail Banking
Credit Solutions
Financial Advice
Member Relations
Branch Operations
Goal Setting
Coaching
Problem-solving
Communication
Microsoft Office
Excel
Word

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