Scope of Position
The Personal Banking Co-ordinator is the first point of contact for members/clients entering an Alterna branch and responsible for co-ordinating the optimum member/client experience. As the branch ambassador, this role utilizes a solid knowledge of financial products and services to enable effective referrals to appropriate partners within the branch. Through targeted probing, this role identifies potential sales opportunities and transitions members/clients smoothly to internal partners for seamless service delivery.
The Personal Banking Co-ordinator continuously searches for better ways to enhance the member/client experience, ensures efficient booking of appointments and maintains efficient and effective branch operations.
The Personal Banking Co-ordinator will also support the team by taking on the role Member Service Representative (Teller) when required.
About the Alterna Financial Group
Alterna Savings and Credit Union Limited (Alterna) has been the Good in Banking for 111 years!
Alterna has grown from its humble beginnings to be the second largest credit union in Ontario, and one of the Top 10 in Canada, with over $8 billion in assets under management and more than 167,000 members and a network of 35 branches across Ontario. The impressive growth throughout the years stems not only from merging with other credit unions, but also from significantly gaining new retail, business and not-for-profit members as people recognize Alterna’s philosophy of putting members first.
Known for its fast-paced environment, Alterna is viewed as a trailblazer in the industry. Led by a CEO with a passion for innovation, Alterna was the first credit union to introduce a digital bank and the first to offer a fully digital end-to-end mortgage through its wholly-owned subsidiary, Alterna Bank.
Alterna is proud of its long history of helping communities thrive. It shared its success in 2018 by donating more than $1 million to the community and, in partnership with employees, contributed 11,300 volunteer hours. Its flagship Community Micro Finance Program also helps underrepresented groups. Since inception, the program has disbursed more than $5 million in impact loans and helped change the lives of more than 1,000 participants and their families.
Alterna is also extremely proud of its corporate culture. With a workforce of more than 600 employees, Alterna is honoured to be recipient of prestigious employer awards, including the National Capital Region’s Top Employers and Aon’s Best Employers (Platinum level) awards.
*At Alterna, we offer a competitive total rewards program and an opportunity to truly make a difference. If you put people first and value excellence and integrity, we hope you'll apply!
* 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 the recruiter to let us know how we can accommodate you.