At a Glance
- Tasks: Lead member outreach, assess financial needs, and offer tailored banking solutions.
- Company: Join Alterna Savings, a community-focused financial institution in Toronto.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and member satisfaction.
- Why this job: Make a real difference in people's financial lives while achieving your sales goals.
- Qualifications: Strong communication skills and a passion for helping others with their finances.
The predicted salary is between 47250 - 57750 $ per year.
Alterna Savings is seeking a Personal Banking Officer in Toronto to lead outbound member outreach, assess financial needs, and offer appropriate credit and investment solutions.
You will build relationships, meet sales targets, and collaborate with partners to maximize referrals.
You will engage in proactive calling, up-sell referrals, and use Alterna's tools to deliver tailored banking products while maintaining adherence to risk and regulatory guidelines.
Personal Banking Advisor: Growth & Financial Solutions in Toronto 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.
