- Follows all sales and service processes
- Meet sales targets by delivering products and services that satisfy the members' primary need.
- 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.
- 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
- Attends and actively partakes in branch meetings, huddles, sales initiatives and campaigns.
- Is available for walk in traffic and other member-initiated contact.
- Acts 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.
- Is proficient in the use of sales and service tools to support member interactions.
- 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.7
- Actively participates in community initiatives as determined by the Branch, or more broadly as part of Alterna.
- Perform other duties as assigned.
- 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.
- 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 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 etc
- Good problem-solving skills sufficient to identify, analyze and resolve basic member issues/problems
- Excellent interpersonal and communication skills
- Bilingual English/ French required
- 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 issues
- Sales Process-Applies Alterna's sales principles
- Professional/Technical Expertise-Demonstrates working knowledge as relates to the job's role
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Mid-Level Associate – Banking
5 days ago
Norton Rose Fulbright Ottawa, Canada Full timeDescription · Mid-Level Associate - Banking & Corporate (Ottawa) · Norton Rose Fulbright is proud to have been selected as one of Canada's Best Diversity Employers for several years · Our banking and corporate team in Ottawa is highly regarded for its significant experience in ...
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Personal Banking Associate
3 weeks ago
The Toronto-Dominion Bank (Canada) Gatineau, Canada Full timeDescription · : KEY ACCOUNTABILITIES · CUSTOMER · Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience · Act as the premier lobby leadership branch representative, by greet ...
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Associate, Real Estate Banking
4 weeks ago
Scotiabank Ottawa, ON, CanadaPress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: · In this role you will contribute to the overall success of the Real Estate Group in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the ...
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Associate, Real Estate Banking, Ottawa
3 weeks ago
Scotiabank Ottawa, ON, CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Requisition ID: 198819 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. In this role you will contribute to the overall success ...
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Associate, Commercial Real Estate Banking
2 days ago
Scotiabank Ottawa, CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Select how often (in days) to receive an alert: · Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system m ...
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Associate, Commercial Real Estate Banking
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Scotiabank Ottawa, ON, CanadaRequisition ID: # Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. In this role you will contribute to the overall success of the Real EstateGroup in Canada ensuring specific individual goals, plans, initiatives are executed/d ...
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Business Banking Associate
4 weeks ago
TD Bank Ottawa, Canada410355BR · Commercial Banking · Ottawa, ON · May 25, 2023 · Company Overview · Department Overview · TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every secto ...
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Personal Banking Associate
2 weeks ago
BMO Financial Group Ottawa, Canada269 Laurier Avenue West Ottawa Ontario,K1P 5J9 · Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the bra ...
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Associate Group Lead, Commercial banking
3 weeks ago
Scotiabank Gatineau, CanadaRequisition ID: 196346 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · This position will report to the Director & Group Lead, Client Relationships (Mid-Market), Commercial Distribution. This role will include ...
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Associate Director, Real Estate Banking, Ottawa
3 weeks ago
Scotiabank Ottawa, CanadaRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the profitable growth and quality of the Bank's mortgage portfolio for loans originating from Real Estate Banking and/or Commercial Distrib ...
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Scotiabank Ottawa, CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Title: Associate Director, Roynat Equity Partners, Canadian Banking - Ottawa, Ontario · Requisition ID: 201583 · Join a purpose driven winning team, committed to results, in an inclus ...
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Scotiabank Ottawa, ON, CanadaRequisition ID: # Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners ("REP") facilitates growth and creates wealth in established mid-market pri ...
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Scotiabank Ottawa, CanadaRequisition ID: 201583 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Associate Director, Roynat Equity Partners, Canadian Banking · Roynat Equity Partners ("REP") facilitates growth and creates wealth in established mid ...
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Scotiabank Ottawa, CanadaRequisition ID: 201583 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Associate Director, Roynat Equity Partners, Canadian Banking · Roynat Equity Partners ("REP") facilitates growth and creates wealth in established mi ...
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Associate Group Lead, Commercial banking
2 weeks ago
Scotiabank Gatineau, CanadaRequisition ID: 196346Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeThis position will report to the Director & Group Lead, Client Relationships (Mid-Market), Commercial Distribution. This role will include people ma ...
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Personal Banking Associate
3 weeks ago
TD Bank Gatineau, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long · - lasting relationships with our customers. By understanding their ...
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Personal Banking Associate
2 weeks ago
TD Bank Gatineau, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · **Welcome to the students of College La Cité participating to the Job Fair March 14 and 15** · At TD Canada Trust, we are the frontline of TD Bank. We str ...
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Personal Banking Associate Jobs in Ottawa, ON
2 weeks ago
TD Ottawa, CanadaJob Description · Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associatefor our branch office who can guide customers to the app ...
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Associate Group Lead, Commercial banking
4 days ago
Scotiabank gatineau, CanadaRequisition ID: 196346Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeThis position will report to the Director & Group Lead, Client Relationships (Mid-Market), Commercial Distribution. This role will include people ma ...
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Associate, Commercial Real Estate Banking
2 days ago
Scotiabank Ottawa, CanadaRequisition ID: 201659 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · In this role you will contribute to the overall success of the Real Estate Group in Canada ensuring specific individual goals, plans, initiatives are ...
Personal Banking Associate - Ottawa, Canada - Alterna Savings
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
Expectations / Outcomes
Educations / Certifications / Experience
Knowledge / Skills
Competencies
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Personal Banking Associate professionals in Ottawa
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Iryna Levytska
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Amrita Anjan Bosu Joy
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