Personal Banking Associate (Hybrid) (Part-time)

Target Salary Range: $21 - 24/hr, ( 3 days/week, 22 hours) * This range is reflective within the Market in which the job is posted. * The compensation for this position is determined by a combination of skills, experience. Your recruiter will provide additional details about our total rewards package during the hiring process Vacancy Status: This is 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 primary needs. Proactively promotes, up sells, and delivers a full range of banking products and services. Deals primarily with member-initiated contact. 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. * Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy. * Identify and refer high value or high potential members to appropriate staff. * Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals * Attends and actively partakes in branch meetings, huddles, sales initiatives, and campaigns. * Is available for walk in traffic and other member-initiated contact. * Acts as a member of both the MSR and Sales teams. * Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages. * Is proficient in the use of sales and service tools to support member interactions * Identify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement. * Actively participate in regular weekly goal setting meeting and coaching sessions. * Compliant with anti money laundering guidelines and other compliance and regulatory guidelines. * Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna. * Perform other duties as assigned. 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 [https://www.alterna.ca/en/personal], X [https://twitter.com/alternasavings], Facebook [https://facebook.com/alternasavings], Instagram [https://www.instagram.com/alternasavingscu/], or LinkedIn [https://ca.linkedin.com/company/alterna-savings]. 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 ten years running. * 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

The Personal Banking Associate assesses members' financial needs to provide appropriate product and service solutions. They are responsible for meeting sales targets, managing cash transactions, and referring high-value members to specialized staff.

Candidates should possess strong sales and service skills with the ability to handle transactional banking and basic investment situations. Proficiency in sales tools and adherence to regulatory compliance guidelines are required.

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Sales
• Financial Needs Assessment
• Cross Selling
• Up Selling
• Cash Management
• Risk Management
• Member Relations
• Investment Advice
• Credit Assessment
• Compliance
• Anti-Money Laundering
• Customer Service

• Finance & Accounting
• Sales
• Customer Service & Support
• Retail

Minimum experience

0+ years

Posting language

English

Working hours

22 hours per week