Personal Banking Advisor

Job description

J ob Type: Full-Time Vacancy Status: This posting is for an existing vacancy Target Salary Range: $57,000 - $65,000 Scope of Position: The Personal Banking Advisor (PBA) is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs. The PBA ensures that all of the member's financial needs are being met by the most appropriate resource within Alterna and has overall responsibility/accountability for the relationship. Through proactive relationship management, the PBA retains and grows the book by increasing the share of member business by using all of Alterna’s products and services including both credit and investment solutions. Key Responsibilities: - Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet all members' complex credit/investment needs - Establishes regularly scheduled contacts with members/clients to establish relationships that will identify members' needs - Keeps files on member relationships that include member's financial goals and PBA plan of action to assist the member/client in meeting those goals - Is the branch liaison with We...