Personal Banking Associate

Alterna Savings

. Serve as an ambassador for new and existing members of Alterna .

Posted 9/17/2026full-timeHamilton • CanadaJuniorMid-Level💰 CA$45,000 - CA$48,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales acumen with a focus on cross-selling and up-selling banking products and services, while providing exceptional member service and support. Possesses knowledge of financial services, including investments, loans, and compliance with regulatory guidelines.

Highest-signal resume keywords

Proven Sales ExperienceFinancial Services Industry ExperienceKnowledge of Investments and LoansExcellent Interpersonal and Communication SkillsProblem-Solving Skills

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

Sales SkillsCash ManagementTransaction PostingFinancial Needs AssessmentBasic Knowledge of MortgagesCredit SolutionsRisk Management ProceduresAdministrative ProceduresExcelWord

Soft Skills

Interpersonal SkillsCommunication SkillsProblem-Solving Skills

Tools & Technologies

Sales and Service Tools

Industry Keywords

Financial ServicesAnti-Money Laundering ComplianceMember Growth and RetentionSales TargetsBranch Goals

About the role

Key responsibilities & impact

Serve as an ambassador for new and existing members of Alterna
Assess members’ overall needs at every contact
Identify opportunities for cross-selling and up-selling
Provide education, advice, products, and services to mass-market members
Refer members with complex needs to appropriate branch partners or Senior Bankers
Maintain a cash drawer and provide related member service
Contribute to the team’s sales plan through financial-needs assessment and product/service solutions
Promote, up-sell, and deliver banking products and services
Meet sales targets and satisfy members’ primary needs
Execute transaction posting, cash management, balancing, administrative, security, and risk-management procedures accurately
Identify and refer high-value or high-potential members
Support member growth and retention and overall branch goals
Participate in branch meetings, huddles, sales initiatives, and campaigns
Handle walk-in traffic and member-initiated contacts
Maintain current knowledge of products, services, and procedural changes
Use sales and service tools to support member interactions
Create and complete a personal development plan
Participate in weekly goal-setting meetings and coaching sessions
Participate in community initiatives
Perform other duties as assigned

Requirements

What you’ll need

Post secondary education
Minimum 2 years of experience in a sales industry or equivalent experience
Proven sales experience
Financial Services Industry experience an asset
Experience in providing credit solutions an asset
Knowledge of investments and loans; basic knowledge of mortgages
Working knowledge of basic sales skills for opportunity spotting and uncovering needs
Sound knowledge of computer applications such as Excel and Word
Good problem-solving skills to identify, analyze and resolve basic member issues/problems
Excellent interpersonal and communication skills
Compliance with anti-money laundering and other regulatory guidelines

Benefits

Comp & perks

Accessible accommodation during the recruitment process
Community initiatives and participation
Financial wellbeing focus for employees, members, and customers
Employer-recognition culture and employee engagement initiatives