Personal Banking Advisor: Growth & Financial Solutions

Personal Banking Advisor: Growth & Financial Solutions

Full-Time On-site
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Alterna Savings is seeking a Personal Banking Officer in Ottawa to lead outbound member contact from renewal lists and drive sales through appointments and referrals. You will assess financial needs, provide medium-to-high complexity financial solutions, and partner with internal teams to optimize opportunities.

The role focuses on meeting sales targets, promoting a full range of banking products, and delivering personalized financial guidance while maintaining strong customer relationships

Personal Banking Advisor: Growth & Financial Solutions employer: Alterna Savings

Alterna Savings is an exceptional employer that prioritizes the financial wellbeing of its employees while fostering a collaborative and respectful work culture. With a commitment to employee growth, Alterna offers comprehensive training and development opportunities, ensuring that team members can thrive in their roles as Member Service Specialists. Located in Ontario, Alterna not only provides competitive compensation but also a supportive environment that has earned it recognition as one of the National Capital Region's Top Employers for nine consecutive years.

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Contact Details:

Alterna Savings Recruitment Team