Personal Banking Associate – Term 1 Year

Alterna Savings

Personal Banking Associate responsible for assessing financial needs of members at Alterna Savings and cross-selling appropriate products. Maintains cash drawer and provides education on banking services.

Posted 6/30/2026full-timeShelburne • 🇨🇦 CanadaJuniorMid-Level💰 CA$46,000 - CA$55,000 per yearWebsite

About the role

Key responsibilities & impact

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
Contributes to the team’s sales plan through effective assessment of members’ financial needs and providing product and service solutions
Dealing primarily with member-initiated contact

Requirements

What you’ll need

Post-secondary education coupled with a minimum 2 years experience in a sales industry or equivalent experience
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
Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems
Excellent interpersonal and communication skills

Benefits

Comp & perks

Competitive compensation
Professional development opportunities
Hybrid work model

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 & Tools

Knowledge of InvestmentsKnowledge of LoansBasic Knowledge of MortgagesFinancial Needs AssessmentSales Skills

Soft Skills

Interpersonal SkillsCommunication SkillsProblem-Solving Skills