Personal Banking Advisor at ATB (Alberta)

Personal Banking Advisor at ATB (Alberta)

04 Sep
|
ATB Financial
|
Alberta

04 Sep

ATB Financial

Alberta

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.
#J-18808-Ljbffr

📌 Personal Banking Advisor at ATB (Alberta)
🏢 ATB Financial
📍 Alberta

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: personal banking advisor at atb (alberta) / alberta

Subscribe to this job alert:

Get the latest job offers by email for: personal banking advisor at atb (alberta) / alberta