Financial Services Professional - Nepean - beBeeProfessionalism

    beBeeProfessionalism
    beBeeProfessionalism Nepean

    2 weeks ago

    Full time $45,000 - $75,000 (CAD) per year *

    Job title: Personal Banking Associate

    Description

    Job Summary


    The Personal Banking Representative plays a key role in providing exceptional customer service and meeting sales targets.



    About the Role



    This is a unique opportunity to work with members, understand their financial needs, and provide tailored solutions. The successful candidate will be an ambassador for our brand, promoting products and services that meet our members' primary needs while identifying opportunities for cross-sell and up-sell at every interaction.



    Main Responsibilities:



    • Maintain accurate records of member interactions,

    • Meet or exceed sales targets through effective assessment of member financial needs;

    • Serve as a point of contact for new/existing branch partners;

    • The Personal Banking Associate contributes to the team's overall performance by delivering excellent service quality exceeding expectations set by Alterna goals shared amongst employees throughout regular goal-setting meetings such as weekly check-ins between supervisors/managers.

    * This salary range is an estimation made by beBee
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