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Personal Banking Associate – Term 1 Year
Alterna SavingsPersonal 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
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in assessing financial needs and providing tailored product and service solutions, with a strong foundation in sales skills and member engagement. Proficient in problem-solving and effective communication to enhance member interactions.
Highest-signal resume keywords
Sales SkillsFinancial Needs AssessmentInterpersonal CommunicationProblem-SolvingKnowledge of Investments
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Knowledge of InvestmentsKnowledge of LoansBasic Knowledge of MortgagesFinancial Needs AssessmentSales Skills
Soft Skills
Interpersonal SkillsCommunication SkillsProblem-Solving Skills
Tools & Technologies
ExcelWord
Industry Keywords
Transactional BankingCross SellingUp SellingMember Interaction
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