Make an impact at ATB Financial as a Personal Banking Advisor in Okotoks. Specialize in high-net-worth client relationships while driving sales and digital transformation.
This role requires your expertise in banking to build relationships, offer tailored financial solutions, and enhance the client experience through ATB's digital tools. You will work closely with clients to understand their financial objectives, identifying opportunities for sales and providing critical insights. Your capabilities in navigating complex financial scenarios will be essential in this agile environment.
Key Responsibilities:
• Deliver customized financial guidance to high-net-worth clients
• Nurture client relationships through proactive communication




• Drive sales targets for investment and lending products
• Connect with internal teams for enhanced service delivery
• Advocate for digital solutions to enrich client interactions
Requirements:
• 3-5 years of experience in client-facing banking roles
• Background in retail banking or financial services
• Home financing and mortgage lending expertise
• Knowledge of lending products and services
• Post-secondary education or relevant experience
Elevate financial guidance and strengthen client relationships as an advisor at ATB Financial.
#J-18808-Ljbffr

📌 Personal Banking Advisor in Okotoks
🏢 ATB Financial
📍 Okotoks