Jobs in Canada

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Added 11 mins ago
Supervisor, Maintenance
Trudell Medical Group
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At Trudell Medical International (TMI), we pride ourselves on our passion for finding innovative and creative solutions which has enabled us to develop medical devices that continue to make…
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GÉRANT.E
Boutique La Vie En Rose
Saint-Jean-sur-Richelieu, QC
Being part of a family-owned business committed to the community;
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GÉRANT.E
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Manager, Financial Planning & Analysis
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…performance analysis across CAA Niagara. The role partners with business leaders to connect strategic priorities and operational plans with financial results, translating complex data into…
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Business Development Representative (BDR)
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Remote, Canada
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- Full-time
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Technical Program Manager - Windows Software Platform Group (1 Year Temporary Contract)
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Scope technical feasibility of proposed advanced solutions by clarifying and analyzing requirements with SW/HW Architects, Technical Leads and SW Engineers.
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Maintenance Planner/Scheduler
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Financial Advisor CIRO-ID (Urban)
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You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 11 mins ago
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Financial Services Representative
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Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 11 mins ago
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Senior Associate, Tax Law
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…legal, tax, and advisory practices to develop sophisticated solutions for complex business…
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Senior Associate, Business Law
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Hamilton, ON
- Full-time
KPMG Law combines decades of private practice experience with deep business law capabilities. The firm advises a diverse range of Canadian and international clients, from private…
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UO
MMA External Partner Relations and Recruitment Advisor
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…programming for other master’s students in the Alberta School of…
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Lead and execute an assigned business focus area through planning and detailed follow through
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Senior Analyst, Wealth Data Foundations
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In this role, you will have the opportunity to work across DataOps, Data Governance, Analytics and business teams to design and deliver trusted Wealth data products. You will help turn…
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Director, Technology
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- Full-time
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- Full-time
A career as a Senior Full Stack Developer in the Wealth Management Servicing team at our client means acting as a developer of back-end applications and supporting those applications. This…
Added 12 mins ago
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Manager, Art Direction (14-month contract)
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- $90,000 to $120,000 CAD / year
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Added 12 mins ago
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Application Analyst
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Strategic Account Sales Manager
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…organization. This is a hands-on sales role focused on developing new business, re-engaging dormant accounts and expanding existing customer…
Added 12 mins ago
BV
Business Development Officer - Sales & Workforce Solutions
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Added 12 mins ago
AS
Personal Banking Officer
Alterna Savings
Toronto, ON · Scarborough, ON
- $54,000 to $61,000 CAD / year
- Full-time
…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,…

Alterna Savings

Personal Banking Officer

Toronto, ON, Canada
Scarborough, ON, Canada

$54,000 to $61,000 CAD / year · Full-time

Apply on LinkedIn About employer

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Job details

Pay: $54,000 to $61,000 CAD / year
Job type: Full-time
Apply by: Dec 10, 2026
Posting language: English
Posted: Nov 10, 2026

Original job description

Location: 1 East Mall Cres. Etobicoke, ON

Job Type: Full time

Scope of Position

The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs.

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

Proactively promote/sell and deliver a full range of banking products and services to meet our member’s needs.
Meet sales targets by delivering products and services that puts the member’s needs first.
Source, receive, investigate, and analyze 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
Contribute to the growth and on-going maintenance of the business and community portfolio
Manages Alterna’s business relationships including commercial accounts, Co-Operatives, Not-for-Profit organizations.
Follow sales and service model by attending and actively participating in branch meetings, huddles, initiatives and campaigns.
Maximize 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.
Use 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.

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
Experience in providing credit solutions

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

Target Salary Range: $54,000 - $61,000

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.

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has been 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.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over 210,000 members through a network of over 40 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

Working at Alterna

We are incredibly proud of our corporate culture of Integrity, Respect and Collaboration, 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 eight years running.

Although we appreciate all applicants, 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. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.

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More about this job

Responsibilities

Promote and deliver banking, investment, and credit products by assessing members’ financial needs, providing advice, and meeting sales targets. Manage member and business relationships, develop proactive outreach and referral opportunities, and follow sales, service, risk-pricing, and anti-money-laundering procedures.

Requirements

Requires post-secondary education and three years of related financial-institution experience, or an equivalent combination, along with a proven sales record and experience providing credit solutions. Candidates should have working knowledge of investments, lending, and mortgages, plus strong analytical, communication, problem-solving, and negotiation skills and familiarity with Excel and Word.

Skills

Sales
Financial Needs Assessment
Financial Advice
Investment Products
Credit Solutions
Lending
Mortgages
Relationship Management
Sales Interviewing
Communication
Analytical Skills
Interpersonal Skills
Problem-Solving
Negotiation
Microsoft Excel
Microsoft Word

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial Services
Member Financial Needs
Sales Targets
Investment Products
Credit Solutions
Lending
Mortgages
Financial Advice
Business Relationships
Commercial Accounts
Co-Operatives
Not-for-Profit Organizations
Referrals
Sales Interviewing
Risk-Based Pricing
Member Call Plan
Sales and Service Model
Anti-Money Laundering
Financial Calculators
Microsoft Excel
Microsoft Word
Portfolio Maintenance
Customer Retention

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Work requirements

Jobs in Canada