Personal Banking Advisor

Job Details

Job Type: Full-Time
Vacancy Status: This posting is for an existing vacancy
Target Salary Range: $57,000 - $67,000

Description

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.
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