At a Glance
- Tasks: Help members with their banking needs and promote financial products.
- Company: Join a supportive team at a leading financial institution.
- Benefits: Earn $21 - $24/hr, enjoy flexible hours, and gain valuable experience.
- Other info: Part-time role with opportunities for growth and community involvement.
- Why this job: Make a difference in people's financial lives while developing your skills.
- Qualifications: Customer service experience and a passion for helping others.
The predicted salary is between 30000 - 36000 £ per year.
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
- Follows all sales and service processes.
- Meets 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.
- Identifies and refers high value or high potential members to appropriate staff.
- Through opportunity spotting, maximises 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.
- Maintains 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.
- Identifies and sets personal development plan; completes activities set out in the plan, influencing Employee engagement and enablement.
- Actively participates 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.
- Performs other duties as assigned.
We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above. Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you. Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants.
Personal Banking Associate (Hybrid) (Part-time) in Bolton employer: Alterna Sa
At Alterna, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values employee growth and development. As a Personal Banking Associate in our Bolton branch, you'll enjoy flexible part-time hours, competitive pay, and the opportunity to engage with the community while helping members achieve their financial goals. Our commitment to ongoing training and a collaborative environment ensures that you will thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Banking Associate (Hybrid) (Part-time) in Bolton
✨Tip Number 1
Network like a pro! Reach out to friends, family, or even former colleagues who might have connections in the banking sector. A personal referral can make all the difference when you're trying to land that Personal Banking Associate gig.
✨Tip Number 2
Prepare for those interviews! Research common questions for banking roles and practice your answers. We want you to showcase your knowledge about banking products and your ability to meet members' needs effectively.
✨Tip Number 3
Show off your sales skills! During interviews, highlight any past experiences where you successfully upsold or cross-sold products. This will demonstrate your ability to meet sales targets and contribute to the branch's goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and contributing to our community initiatives.
We think you need these skills to ace Personal Banking Associate (Hybrid) (Part-time) in Bolton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Personal Banking Associate role. Highlight your relevant experience in sales and customer service, and show us how you can meet our members' needs.
Showcase Your Skills:We want to see your skills in action! Use specific examples from your past experiences that demonstrate your ability to upsell and provide excellent service. This will help us understand how you can contribute to our team.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured documents that are easy to read. Avoid jargon and make sure your passion for banking shines through!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Alterna Sa
✨Know Your Products
Make sure you have a solid understanding of the banking products and services offered by the company. Familiarise yourself with basic transactional banking, investment options, and credit situations. This knowledge will help you answer questions confidently and demonstrate your ability to educate members effectively.
✨Practice Your Sales Techniques
Since the role involves meeting sales targets and upselling, practice your sales pitch. Think about how you would approach a member to uncover their needs and suggest suitable products. Role-playing with a friend can help you refine your approach and build your confidence.
✨Show Enthusiasm for Community Engagement
The job description mentions participation in community initiatives. Be prepared to discuss any relevant experiences you have in community service or engagement. Showing that you care about the community can set you apart from other candidates and align you with the company’s values.
✨Prepare Questions for Your Interviewers
Have a few thoughtful questions ready to ask your interviewers. This shows your interest in the role and helps you gauge if the company is the right fit for you. Consider asking about team dynamics, branch goals, or opportunities for personal development within the company.
