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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