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Added 16 mins ago
WC
(CAN) Bakery Associate
Walmart Canada
Hanover, ON
- Contract
Position Summary...Working as a Bakery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Bakery Associate provides exemplary customer service by…
Added 16 mins ago
WC
Customer Service Manager
Walmart Canada
Grand Falls-Windsor, NL
- $15 CAD / hour
- Full-time
…Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and effectively. This position is…
Added 16 mins ago
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Client Engagement Associate
CIBC
Port Mcneill, BC
- Full-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 16 mins ago
Sanitation Associate - Royal Canin (Guelph, ON) $3,000 Sign-On Bonus
Mars
Guelph, ON · RGU-Royal Canin, Guelph, Canada
Support the site to ensure compliance in all cleaning standards and comply with all ISO 9001, FSSC 22000 and Mars QMP Standard requirements
Added 31 mins ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…stages of the research funding lifecycle. Reporting to the Associate Dean, Research & Graduate Studies, the role ensures that researchers affiliated with the Faculty of Social Sciences…
Added 46 mins ago
LO
Warehouse Associate Part-Time
Lowe OPCO Inc
Edmonton, AB
- Part-time
The Warehouse Associate plays a critical role in supporting daily warehouse operations by preparing, packaging, labeling, and shipping products according to company and Amazon…
Added 1 hour ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina. In this role, you will be providing administrative and office…
Added 1 hour ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
Personal Financial Services Associate designation is an asset
Added 1 hour ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Thunder Bay, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 1 hour ago
W
(CAN) Meat Associate
Walmart
North Bay, ON
- Part-time
Working as a Meat Associate at Walmart Canada is a great opportunity to grow your skills in a fast‑paced retail environment. In this role, you deliver outstanding customer service by living…
Added 1 hour ago
W
Stock Unloader Associate
Walmart
Flin Flon, MB
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 1 hour ago
W
(CAN) OMNI Customer Fulfillment Associate ORDER PICKING & DISPENSING
Walmart
North Bay, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 1 hour ago
W
(CAN) General Merchandise Associate
Walmart
Barrie, ON
- Part-time
Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver excellent customer…
Added 1 hour ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
Personal Financial Services Associate designation; or working towards it
Added 1 hour ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
Personal Financial Services Associate designation; or working towards it
Added 1 hour ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
Personal Financial Services Associate designation; or working towards it
Added 1 hour ago
TW
Senior Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
Personal Financial Services Associate designation; or working towards it
Added 1 hour ago
TW
Associate, Financial Services - Temporary
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a motivated and enthusiastic team player to join our Financial Services Team as a Associate, Financial Services. Your primary role will be to provide back-office consumer…
Added 1 hour ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
As a Wealth Associate or Senior Wealth Associate, you have an integral role in providing exceptional customer service experience. You will provide administrative support including the…
Added 1 hour ago
WC
Fashion Associate
Walmart Canada
Spruce Grove, AB
- Full-time
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 1 hour ago
WC
(CAN) Customer Service Manager
Walmart Canada
AB · Edmonton, AB
- $15 CAD / hour
- Full-time
…Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and effectively. This position is…
Added 1 hour ago
WC
Grocery Associate
Walmart Canada
Squamish, BC
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 1 hour ago
WC
Food & Consumables Team Associate
Walmart Canada
Charlottetown, PE
- Full-time
Position Summary...A Food and Consumables Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the food and consumables…
Added 1 hour ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 1 hour ago
WC
(CAN) Maintenance Team Associate
Walmart Canada
AB · Edmonton, AB
- Full-time

Alterna Savings

Personal Banking Associate (casual)

Toronto, ON, Canada
North York, ON, M2M 3V9, Canada

Target Salary Range: $23.00- $24.00/hr · Part-time

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Job details

Pay: Target Salary Range: $23.00- $24.00/hr
Job type: Part-time
Experience: Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
Posting language: English
Posted: Oct 1, 2026

Original job description

Location: 6002 Young Street, Toronto

Job Type: Casual employment. Minimum 1 day/ 7.5 hrs per week. Flexibility for additional days to be added as required preferred.

Target Salary Range: $23.00- $24.00/hr

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

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More about this job

Responsibilities

The Personal Banking Associate acts as an ambassador for new members, identifying their financial needs and providing appropriate product solutions. They are responsible for meeting sales targets through effective cross-selling and up-selling while managing walk-in traffic and member-initiated contacts.

Requirements

Candidates must have post-secondary education and a minimum of 2 years of experience in a sales industry. Proficiency in sales tools, basic financial product knowledge, and excellent communication skills are required.

Skills

Sales
Customer Service
Financial Needs Assessment
Cross-selling
Up-selling
Investment Knowledge
Loan Knowledge
Mortgage Knowledge
Problem-solving
Interpersonal Skills
Communication Skills
Anti-money Laundering Compliance
Microsoft Excel
Microsoft Word
Call Handling

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Sales
Financial Services
Cross-sell
Up-sell
Investments
Loans
Mortgages
Customer Experience
Anti-money Laundering
Compliance
Retail Banking
Member Relations
Financial Advice
Goal Setting
Coaching
Transaction Banking
Credit Solutions
Branch Operations
Relationship Management

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