Personal Banking Associate - Shelburne, Canada - PACE Savings and Credit Union

PACE Savings and Credit Union

Verified Company

Shelburne, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Scope of Position
This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna.

The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing appropriate education, advice, products and services.

They will also identify members with more complex needs and refer to their appropriate branch partner or Senior Bankers.

In addition, this role requires the Associate to maintain a cash drawer and service members accordingly.

The Personal Banking Associate contributes to the team's sales plan through effective assessment of members' financial needs and providing product and service solutions to satisfy primary needs.

Proactively promotes, up sells, and delivers a full range of banking products and services. Deals primarily with member-initiated contact.

Major Responsibilities

Follow all sales and service processes
Meet sales targets by delivering products and services that satisfy the members' primary need.
Probe to uncover additional needs to cross sell and up sell at every member interaction
Provide education and advice to members on basic transactional banking and less complex investment and credit situations.
Transaction posting, cash management (including balancing), administrative, and security /risk management procedures will be executed with the highest level of accuracy.
Identify and refer high value or high potential members to appropriate staff.
Through opportunity spotting, maximizes growth and retention, contributing to overall Branch goals
Attend and actively partake in branch meetings, huddles, sales initiatives, and campaigns.
Be available for walk in traffic and other memberinitiated contact.
Act as a member of both the MSR and Sales teams.
Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, investments, loans and mortgages.
Identify and set personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement.
Actively participate in regular weekly goal setting meeting and coaching sessions.
Compliant with anti money laundering guidelines and other compliance and regulatory guidelines.
Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna.
Perform other duties as assigned.

Expectations / Outcomes

Personal sales/ service targets will be met or exceeded as determined by the Branch AOP
Members will view the organization as exceeding their expectations in terms of service quality
Alignment of individual contributions to Financial Performance; Member Engagement and Community Impact goals of Alterna.

Educations / Certifications / Experience

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
Experience in providing credit solutions an asset

Knowledge / Skills

Knowledge of investments, loans; basic knowledge of mortgages
Is proficient in the use of sales and service tools to support member interactions
Working knowledge and ability to demonstrate basic sales skills required for opportunity spotting and uncovering needs
Good problemsolving skills sufficient to identify, analyze and resolve basic member issues/problems
Excellent interpersonal and communication skills

Competencies

Member Engagement 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
Decision Making & Problem Solving-Makes decisions based on guidelines
Impact & Influence-Uses facts and available information to persuade
Initiative-Addresses current issuesSales Process-Applies Alterna's sales principles
Professional/Technical Expertise-Demonstrates working knowledge as relates to the job's role

PACE Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.

Please contact Human Resources.

Job Types:
Full-time, Permanent

Benefits: