Elevate your career as a Personal Banking Advisor with ATB Financial. This role is perfect for those with a knack for nurturing client relationships and understanding high-net-worth financial needs.
ATB Financial seeks a passionate Personal Banking Advisor committed to delivering financial well-being for our clients in Alberta. In this agile position, you will provide customized financial guidance and develop sales initiatives to meet the diverse needs of high-net-worth clients. Leverage ATB's innovative digital tools while maintaining strong relationships through proactive outreach.
Key Responsibilities:
• Offer tailored financial solutions to high-net-worth clients
• Build and maintain lasting relationships through proactive communication
• Drive sales of investments, credit cards,
and lending products
• Collaborate with internal teams to meet complex client needs
• Educate clients on digital tools and services for enhanced experiences
Requirements:
• 3-5 years in retail banking or related field
• Strong experience in sales pipeline management
• Knowledge of residential mortgage origination
• Post-secondary degree/diploma in finance or business
• Proven success in client engagement and satisfaction
Bring your financial expertise to ATB Financial and make a meaningful impact on our clients' lives.
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📌 Personal Banking Advisor at ATB (Alberta)
🏢 ATB Financial
📍 Alberta
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