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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

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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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