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CF
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Alterna Savings

Personal Banking Officer

Ottawa, ON, K1H 8K2, Canada

Target Salary Range: $53,000 - $60,000 · Full-time

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Job details

Pay: Target Salary Range: $53,000 - $60,000
Job type: Full-time
Posting language: English
Posted: Oct 26, 2026

Original job description

Company: Alterna Savings & Credit Union Ltd.

Location: Inside Billings Bridge Mall

Job Type: Full time

Target Salary Range: $53,000 - $60,000

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 job posting is for an existing vacancy.

Scope of Position:

The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and refer to more senior bankers. Sales are driven by appointments generated from the pro-active calling and up selling of referrals that have been provided by other sales professionals.

Contributes to meeting team sales plan and related activities through effective assessment of member financial needs. Provides product and service solutions (of medium to high complexity in both credit and investment) through effective interviewing and probing, delivering financial advice designed to satisfy the member’s total financial needs. Recognizes and acts on referrals and sales opportunities and maintains relationships with business partners to optimize business opportunities and referrals.

Major Responsibilities:

Contributes to the growth and on-going maintenance of the business and community portfolio
Sources, receives, investigates, and analyzes requests for products from a variety of sources, including individual accounts, commercial accounts, non-member/client business entities, Associations, Co-Operatives, Not-for-Profit organizations, direct and indirect competitors
Manages Alterna’s business relationships including commercial accounts, Co-Operatives, Not-for-Profit organizations.
Meet sales targets by delivering products and services that puts the member’s needs first.
Proactively promote/sell and deliver a full range of banking products and services to meet our member’s needs.
Follow sales and service model by attending and actively participating in branch meetings, huddles, initiatives and campaigns.
Maximizes sales opportunities by using effective sales interviewing skills that uncover longer term financial member needs.
Provide financial advice to members with investment/credit needs requiring moderate financial solutions, using Alterna’s financial calculators.
Acquire and refer potential high value member relationships to internal and external partners.
Maintain a working knowledge and understanding of all products and services we offer and keep up to date with procedural changes.
Understand and apply risk-based pricing models and use rational pricing discretion to ensure every customer is profitable.
Uses sales and service tools to support member interactions
Develop and implement a proactive member call plan.
Follow through on self generated sales and retention leads.
Follow through on referrals from other internal staff.
Identify and set personal development plan and complete activities set in plan.
Actively participate in regular coaching sessions.
Compliant with anti money laundering guidelines
Perform other duties as assigned.

Expectations / Outcomes:

Meets contact commitments as defined by sales plan
Meets sales objective as defined by sales plan
Satisfies members short and longer term financial needs of members
Identify and duly note any exceptions to policy and procedures when recommending approval for credit

Qualifications:

Education / Certification / Experience:
- Post secondary education combined with 3 years related experience in a financial institution or an equivalent combination of education and experience
- Proven track record in sales
- As part of continuing education enrolled in Financial Planning or other similar type programs
- Experience in providing investment and credit solutions
- Mutual Funds License an asset

Knowledge / Skills:

Requires above average knowledge and skills as relates to: analytical and inter-personal skills, general business knowledge, and mathematical aptitude
Detailed working knowledge of investment and good knowledge of lending and mortgages sufficient to analyze member’s needs, explain features and benefits and place the product for the members
Sound knowledge of various computer applications such as Excel, Word etc
Good knowledge of the sales process and strong communication skills to interview effectively to uncover member needs
Good problem-solving skills sufficient to identify, analyze and resolve complex member issues/problems
Solid negotiation skills to deal with member solutions and sales

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 over 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 Officer is responsible for proactive member outreach to identify financial needs and provide tailored investment and credit solutions. They contribute to branch sales targets by managing relationships and delivering high-quality financial advice.

Requirements

Candidates must have post-secondary education combined with at least 3 years of experience in a financial institution. A proven track record in sales and strong knowledge of investment and lending products are required.

Skills

Sales
Financial advice
Investment solutions
Credit analysis
Relationship management
Communication skills
Problem-solving
Negotiation
Mathematical aptitude
Analytical skills
Business development
Customer service
Financial planning
Anti-money laundering
Mortgage knowledge
Proactive calling

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Sales Targets
Financial Advice
Investment Solutions
Credit Analysis
Relationship Management
Anti-Money Laundering
Mortgages
Business Development
Financial Planning
Customer Retention
Coaching
Risk-based Pricing
Excel
Word
Financial Calculators
Mutual Funds License
Member-owned Cooperative
Retail Banking
Portfolio Maintenance

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