Personal Banking Advisor: Growth & Financial Solutions

Alterna Savings is seeking a Personal Banking Officer in Toronto to lead outbound member outreach, assess financial needs, and offer appropriate credit and investment solutions. You will build relationships, meet sales targets, and collaborate with partners to maximize referrals.

You will engage in proactive calling, up-sell referrals, and use Alterna’s tools to deliver tailored banking products while maintaining adherence to risk and regulatory guidelines.