05 Sep
|
ATB Financial
|
Winnipeg
05 Sep
ATB Financial
Winnipeg
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 dynamic position, you will provide customized financial guidance and develop sales initiatives to meet the diverse needs of high-net-worth clients. Leverage ATB's creative 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 (Winnipeg)
🏢 ATB Financial
📍 Winnipeg