Personal Banking Advisor

Target Salary Range

• $57,000 - $67,000
• 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 Wealth Management and Small and Medium Enterprise (SME) representatives/team
• Manages assigned member portfolio jointly with other specialists in Alterna i.e. Wealth Management and/or SME
• Provides financial advice using some financial planning tools (e.g. cash-flow and credit management)
• Acts as a mentor for less experienced staff under the guidance of the Branch Manager
• Acts as the branch centre of expertise on the use of financial calculators, complex credit and managed portfolio solutions
• Maintains strong relationships with alliance partners
• Deals with referrals when deemed necessary based on the complexity of the members/client’s requests
• QUALIFICATIONS

Education / Certification / Experience