Personal Banking Associate

  • 3-5 Year
  • Ottawa
  •   Posted On: September 14, 2018
  •   Skills:  Communication, Customer Service Manager, Financial services, Interpersonal, Problem Solving

Job Overview

Roles & Responsibilities

Key Responsibilities

Follows CUPS 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.

Identify and refer high value or high potential members to appropriate staff.

Through opportunity spotting maximizes growth and retention.

Attends and actively partakes in branch meetings, huddles, sales initiatives and campaigns.

Is available for all walk in traffic and other member initiated contact

Acts to address on the spot referrals from MSR team.

Meets voice mail/call handling guidelines. Respond to members within 4 hrs.

Maintain a solid working knowledge and understanding of all products and services we offer and keep up to date with procedural changes including new accounts, investments, loans and mortgages.

Identify and set personal development plan and complete activities set in plan.

Actively participate in regular weekly goal setting meeting and coaching sessions.

Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.

Perform other duties as assigned.


Post secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience 

Financial Services Industry experience an asset

Proven sales experience

IFIC or CSC course completed or willingness to take considered an asset

Experience in providing credit solutions an asset

Must have flexibility to work Saturdays

Key Skills and Competencies

Knowledge of investments, loans; basic knowledge of mortgages 

Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs

Sound knowledge of various computer applications such as Excel, Word etc

Good problem solving skills sufficient to identify, analyze and resolve basic member issues/problems

Excellent interpersonal and communication skills

Member/Client Centricity-Sustains member relations

Continuous Learning & Agility-Self assesses and monitors oneself to maintain personal effectiveness

Teamwork-Contributes positively as a team member

Achievement Orientation-Consistently meets work expectations

Adaptability-Recognizes how change will affect work

Impact & Influence-Uses facts and available information to persuade

Initiative-Addresses current issues

Sales Process-Applies Alterna’s sales principles

Professional/Technical Expertise-Demonstrates working knowledge as relates to the job’s role

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