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Added 6 mins ago
E
Test manager
Ericsson
Ottawa, ON
- Full-time
…technical leadership career, you've come to the right place. Product Engineering Group RAN Performance, PEU-RP, is a unit at Ericsson which is at the forefront of 5G and 6G development,…
Added 6 mins ago
BS
Release Manager – Software Development & AI-Enabled Engineering
BrickRed Systems
Canada
- Contract
…lifecycle, coordinating development, QA, DevOps, infrastructure, and product teams to ensure smooth, reliable, and timely software…
Added 6 mins ago
AF
Personal Banking Advisor - Lethbridge Paramount
ATB Financial
Lethbridge, AB
- Full-time
…lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial…
Added 6 mins ago
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CA Development Intern
HME
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Part-time
The intern will participate in improving software dedicated to an intercom product, within a dynamic Agile development team.
Added 6 mins ago
RI
Java Software Engineer
Raas Infotek
Toronto, ON
- Contract
Collaborate with QA, DevOps, UI/UX, and product teams in an Agile environment.
Added 6 mins ago
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Software Engineer II - Frontend - Developer Platform
Kraken
Canada
- Full-time
Work with product and infrastructure teams to investigate web performance, improve observability, and address problems across application code, tooling, and delivery
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Guest Experience Lead | Richmond Centre
lululemon
BC · British Columbia, Canada
- Full-time
Must have the ability to travel to assigned store with reliable transportation methods
Added 6 mins ago
CC
Manager, Privacy
Cogeco Connexion
Montreal, QC
- Full-time
Added 6 mins ago
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Inside Sales Representative
Omnitrans
Montreal, QC
- Full-time
Explain product/service pricing, terms, and conditions effectively.
Added 6 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Analyze business performance by region, product line, customer segment, channel, and service offering.
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Assistant Manager, Guest Experience | HALIFAX SHOPPING CENTRE (8month contract)
lululemon
Halifax, NS
- Full-time
Must have the ability to travel to assigned store with reliable transportation methods
Added 6 mins ago
HT
Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Lead a centralized market intelligence and research capability serving Sales, Product Line Management, Strategy, Investor Relations, and executive leadership.
Added 6 mins ago
KB
Order Picker
Kent Building Supplies
Fredericton, NB
- Part-time
As an Order Picker, you’ll play a key role in delivering exceptional service to our customers by assisting with product selection, loading, and ensuring a safe and organized store and yard…
Added 6 mins ago
XO
Communications Specialist
Xtract One Technologies
Toronto, ON
- Temporary
Draft corporate press releases announcing customer deployments and product milestones.
Added 6 mins ago
FB
New Store Hiring Event - Food Basics Mississauga
Food Basics
Mississauga, ON
- Part-time
Be able to stock merchandise and create product displays
Added 6 mins ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Contribute operational risk and control input to strategic change, new product approval/NBAC, regulatory and business initiatives, identifying impacts and required controls.
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QE
Strategic Sourcing Specialist
Quadro Engineering
Waterloo, ON
- Full-time
…continuous improvement across the supply chain while supporting new product development and operational…
Added 6 mins ago
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Staff Engineer, Mechanical Design
Tenstorrent
Toronto, ON
- Full-time
…microstrain validation, and shock and vibration assessment; define product-level testing for vibration, shock, thermal cycling, and environmental…
Added 6 mins ago
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Omnichannel Sports Sales Advisor (Customer Service) (Part time-fixed contract)
Decathlon
Burnaby, BC
- $19.75 to $21.75 CAD / hour
- Part-time
Satisfy my users through my customer service skills, product knowledge and proficiency in sports.
Added 6 mins ago
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Backend Engineer
Kablamo
Toronto, ON
- Full-time
Partner closely with multi-disciplinary peers in Product, Design, QA, and CloudOps to craft seamless technical experiences.
Added 6 mins ago
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Omnichannel Sports Sales Advisor (Cycling, Inline & Ice Skates) (Part time)
Decathlon
Burnaby, BC
- $19.75 to $21.75 CAD / hour
- Part-time
Satisfy my users through my customer service skills, product knowledge and proficiency in sports.
Added 6 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 6 mins ago
AH
Technical Support Coordinator
Altea Healthcare
Burnaby, BC
- $55,000 to $65,000 CAD / year
- Full-time
You will manage incoming support requests, troubleshoot technical issues, and work closely with our Product and Engineering teams to investigate platform-related concerns, document bugs,…
Added 7 mins ago
UI
Automotive Parts Specialist
UAP Inc.
NB · Carleton, Ontario
- $20.2 to $26.9 CAD / hour
- Full-time
Provide product expertise and relevant parts recommendations as required
Added 7 mins ago
UI
Automotive Parts Specialist
UAP Inc.
Barry's Bay, ON
- $20.2 to $26.9 CAD / hour
- Full-time
Provide product expertise and relevant parts recommendations as required

Alterna Savings

Personal Banking Associate (Hybrid)

Innisfil, ON, L9S 2M5, Canada

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

Apply on recruiting.ultipro.ca About employer

Applications open in a new tab.

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.

Apply on recruiting.ultipro.ca About employer

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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Work requirements

Jobs in Canada