At a Glance
- Tasks: Help members with their banking needs and promote financial products.
- Company: Join a supportive team at a leading bank in Bolton.
- Benefits: Earn $21 - $24/hr, enjoy flexible hours, and gain valuable experience.
- Other info: Participate in community initiatives and grow your career in a dynamic environment.
- 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 21 - 24 £ per hour.
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) employer: Alterna Sa
At Alterna, we pride ourselves on being an exceptional employer that values employee growth and community engagement. Our hybrid work model allows for flexibility while fostering a collaborative and supportive work culture, where you can thrive as a Personal Banking Associate in Bolton. With competitive compensation, comprehensive training, and opportunities to participate in community initiatives, we empower our team members to make a meaningful impact in the lives of our members and their financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Banking Associate (Hybrid) (Part-time)
✨Tip Number 1
Get to know the company! Research Alterna and understand their values, products, and community initiatives. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Be ready to explain how your skills align with the role of a Personal Banking Associate. Highlight your experience in sales and customer service, and don’t forget to mention any relevant financial knowledge you have.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend local events where Alterna might be present. Building relationships can give you insider info and potentially a referral, which is always a bonus!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about landing the job. Don’t miss out on this opportunity!
We think you need these skills to ace Personal Banking Associate (Hybrid) (Part-time)
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 how you can meet the needs of our members.
Showcase Your Skills:Don’t forget to mention any specific skills that align with the job description, like your ability to assess financial needs or your knowledge of banking products. We want to see what makes you a great fit!
Be Personable:Since this role involves a lot of member interaction, let your personality shine through in your application. Use a friendly tone and share examples of how you've successfully engaged with customers in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
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. 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.
✨Practice Your Sales Techniques
Since this role involves upselling and cross-selling, practice how you would approach these conversations. Think of scenarios where you can identify a member's needs and suggest appropriate solutions. Role-playing with a friend can be a great way to refine your pitch.
✨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.
✨Prepare Questions for Your Interviewers
Interviews are a two-way street! Prepare thoughtful questions about the branch's goals, team dynamics, and opportunities for personal development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
