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Added 15 mins ago
L&
Sales and Rental Associate
Long & McQuade Musical Instruments
Chinook, AB
- Full-time
Define the individual needs of every customer and match those needs with the right combination of our products and services
Added 15 mins ago
TC
Retail Store Associate Part-time Seasonal - Winners - Taunton Gardens
TJX Canada – Winners, Marshalls, HomeSense
Whitby, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 15 mins ago
L&
Sales and Rental Associate
Long & McQuade Musical Instruments
Chilliwack, BC
- Full-time
Define the individual needs of every customer and match those needs with the right combination of our products and services
Added 15 mins ago
L&
Sales and Rental Associate
Long & McQuade Musical Instruments
Victoria, BC
- Full-time
Define the individual needs of every customer and match those needs with the right combination of our products and services
Added 15 mins ago
L&
Sales and Rental Associate
Long & McQuade Musical Instruments
Vancouver, BC
- Full-time
Define the individual needs of every customer and match those needs with the right combination of our products and services
Added 15 mins ago
TC
Retail Store Associate Part Time Winners - East Village
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 15 mins ago
BS
Business Development Associate – Entry Level | Full Sales Training Provided
Business Show Media Ltd
Toronto, ON
- Full-time
You don't need previous sales experience. We'll provide structured training, hands-on coaching and the support needed to develop into a confident business development professional.
Added 30 mins ago
A
Sales Associate
Ardene
ON · Simcoe, ON
- $17.95 CAD / hour
- Part-time
The Sales Associate provides outstanding customer service, merchandises, generates and processes sales as well as maintains the store’s cleanliness and appearance.
Added 44 mins ago
WC
(CAN) Associé des rayons de la mode
Walmart Canada
Montreal, QC
- 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 44 mins ago
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(CAN) Overnight Associate
Walmart Canada
Mount Pearl, NL
- Contract
Position Summary...To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by…
Added 44 mins ago
WC
(CAN) Associé, marchandise générale
Walmart Canada
Montreal, QC
- Full-time
Position Summary...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…
Added 44 mins ago
TC
Retail Store Associate Part time Temporary Winners
TJX Canada – Winners, Marshalls, HomeSense
Owen Sound, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 44 mins ago
WC
(CAN) Associé, marchandise générale
Walmart Canada
Montreal, QC
- Full-time
Position Summary...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…
Added 44 mins ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Mount Pearl, NL
- Contract
Position Summary...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…
Added 44 mins ago
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(CAN) General Merchandise Associate
Walmart Canada
Stephenville, NL
- Contract
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Added 44 mins ago
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(CAN) Deli Bakery Team Lead
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Fort McMurray, AB
- Full-time
…associates through teaching and training. Ensures a high level of customer service while ensuring task…
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Antigonish, NS
- Full-time
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Added 44 mins ago
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(CAN) Associé des rayons de la mode
Walmart Canada
Repentigny, QC
- Contract
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 44 mins ago
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(CAN) Dairy Frozen Associate
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(CAN) Associé, boulangerie
Walmart Canada
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- Full-time
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Added 44 mins ago
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(CAN) Associé, boulangerie
Walmart Canada
Montreal, QC
- Full-time
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…
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(CAN) Front End Checkout Team Associate FT
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Added 44 mins ago
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(CAN) Food & Consumables Team Associate
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Edson, AB
- Full-time
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Added 44 mins ago
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(CAN) Associé de nuit
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- Full-time
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Added 44 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Montreal, QC
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.

Alterna Savings

Personal Banking Associate (Hybrid)

Innisfil, ON, L9S 2M5, Canada

Target Salary Range: $45 – 50K · Full-time

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Job details

Pay: Target Salary Range: $45 – 50K
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: Nov 5, 2026

Original job description

Job Type: Full-time

Target Salary Range: $45 – 50K

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 posting is for an existing position.

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
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.

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

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 contributes to sales targets by assessing member financial needs and providing appropriate banking products and services. They are responsible for managing member interactions, cross-selling, and maintaining compliance with regulatory guidelines.

Requirements

Candidates must have post-secondary education and at least two years of experience in a sales industry. Experience in financial services and providing credit solutions is considered an asset.

Skills

Sales
Customer Service
Financial Needs Assessment
Cross-selling
Up-selling
Banking Products
Investment Advice
Credit Solutions
Relationship Management
Anti-Money Laundering Compliance
Call Handling
Goal Setting
Coaching
Financial Services

Visa sponsorship

Not detected in the job text

Keywords

Sales
Banking
Financial Services
Credit Solutions
Investments
Mortgages
Anti-Money Laundering
Compliance
Customer Retention
Relationship Management
Cross-selling
Up-selling
Member Services
Retail Banking
Financial Wellbeing

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