Scope of Position

This role supports Alterna members and Alterna Bank clients via member initiated contact or proactive outreach through our Contact Centre. This is a Contact Centre senior agent role, with focus on engaging virtually with members/clients to explore, understand and meet their overall financial needs. The successful candidates will provide sound financial advice and solutions with optimal member/clients focus. Sales are driven by providing solutions to members/clients through effective interviewing and probing and then providing investment/Wealth and credit solutions.

Major Responsibilities

• Meet sales targets by delivering products and services that puts the member/client’s needs first

• Identifies, receives, investigates, and analyzes requests for products from a variety of sources

• Refers complex investment needs to Alterna’s Wealth team and refers complex lending to Alterna’s branch team

• Specializes in investment/wealth calls or Credit calls, by providing products and services and closing the loop in the sales process for these members and clients

• Maximize sales opportunities by probing to uncover additional needs to cross sell and up sell at every interaction by looking for potential opportunities on every call.

• Maximizes sales opportunities by using effective sales interviewing skills that uncover longer term financial needs.

• Provide financial advice with investment/credit needs requiring moderate financial solutions

• Adheres to all sales and service processes for Contact Centre

• Other duties as assigned.

Expectations/Outcomes

• Close the loop on sales cycle with conversations that services member/client needs

• Consistent exceptional member/client service provided to both internal and external clients to satisfy needs

• Adhere to all company policies, compliance and regulatory requirements on a consistent basis

• The ability and confidence to upsell and cross sell a full suite of product/services to generate/support revenue goals

Qualifications

Education / Certification / Experience

• Post-Secondary Education in a related business field and/or equivalent work experience

• Minimum 3 years sales experience or experience in a client servicing role with proven sales results

• IFIC/CSC Licensing required or must be attained within 1 year in role.

Knowledge / Skills

• Proven ability in sales and service

• Comprehensive knowledge of products, services and delivery channels

• Strong communication skills (written and verbal)

• Excellent listening skills

• Ability to convey information to the audience in question (existing client; potential purchaser of service, new client, etc.)

• High level of proficiency with and ability to effectively learn, computer programs

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking™ for over 115 years. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over 210,000 members through a network of over 40 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the Allpoint Network in the US.

Working at Alterna

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 115 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal; the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for seven years running.

• Although we appreciate all applicants, 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. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.