Drive financial success as an Everyday Financial Services Business Advisor. Cultivate relationships with Mass Affluent Clients while providing tailored solutions and strategic insights.
Your expertise in finance and business management will empower you to influence decisions that advance the EFS Strategy. Managing diverse retail and business transactions, you'll simplify complex information for clients, enhancing their banking experience. Opportunities to lead community improvement programs will highlight your role as a trusted partner.
Key Responsibilities:
• Build and retain valued client relationships • Provide clients with digital access and self-service options • Translate business metrics into actionable plans • Lead programs promoting ATB’s community presence • Address everyday banking needs with confidence
Requirements: • 5+ years in financial services or related areas • Proven customer service and relationship-building abilities • Robust analytical skills with a data-driven mindset • In-depth knowledge of banking regulations required • Post-secondary education in finance or a related field preferred
Utilize your skills to foster client relationships and lead initiatives that benefit both clients and the community. #J-18808-Ljbffr