Personal Banking Associate

Alterna Savings

Personal Banking Associate serving Alterna, a member-owned Canadian financial institution. Assessing member needs, delivering banking solutions, and supporting branch sales and service goals.

Posted 8/15/2026full-timeShelburne, Thunder Bay • 🇨🇦 CanadaJuniorMid-Level💰 CA$25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services, including knowledge of banking products, compliance with regulatory guidelines, and proficiency in sales and service tools. Proven ability to assess member needs, identify sales opportunities, and contribute to branch growth and retention.

Highest-signal resume keywords

Sales ExperienceFinancial Services Industry KnowledgeProficiency in Sales and Service ToolsKnowledge of Banking ProductsCompliance with Anti-Money-Laundering Guidelines

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Needs AssessmentTransaction PostingCash ManagementProduct KnowledgeCredit Solutions

Soft Skills

Customer ServiceCommunicationTeam CollaborationProblem Solving

Industry Keywords

Cross-SellUp-SellBranch GrowthRegulatory ComplianceCommunity Initiatives

About the role

Key responsibilities & impact

Serve as an ambassador for new and existing Alterna members
Assess members’ overall needs and identify cross-sell and up-sell opportunities
Provide education, advice, products, and services for mass-market members
Refer members with complex needs to branch partners or Senior Bankers
Maintain a cash drawer and serve members
Meet sales targets through financial-needs assessment and product/service solutions
Execute transaction posting, cash management, balancing, administrative, security, and risk-management procedures accurately
Identify and refer high-value or high-potential members
Contribute to branch growth, retention, sales initiatives, campaigns, and goals
Participate in branch meetings, huddles, goal-setting meetings, and coaching sessions
Handle walk-in traffic and member-initiated contacts
Maintain current knowledge of banking products, services, and procedures
Use sales and service tools to support member interactions
Create and complete a personal development plan
Comply with anti-money-laundering, compliance, and regulatory guidelines
Participate in community initiatives
Perform other duties as assigned

Requirements

What you’ll need

Post-secondary education
Minimum 2 years of experience in a sales industry or equivalent experience
Proven sales experience
Financial Services Industry experience is an asset
Experience providing credit solutions is an asset
Solid working knowledge of all offered products and services
Proficiency in sales and service tools
Knowledge of new accounts, investments, loans, and mortgages
Compliance with anti-money-laundering and regulatory guidelines

Benefits

Comp & perks

Total rewards package details provided during the hiring process
Community initiative participation
Accessible accommodation support during recruitment