Join ATB Financial as a Personal Banking Advisor and impact the financial futures of high-net-worth Albertans. Use your sales acumen and insight to provide exceptional client experiences and foster trust.
In this role, you will engage deeply with clients, identifying their financial needs and objectives. You will be instrumental in guiding clients toward suitable products while collaborating with teammates to solve complex challenges. ATB’s commitment to community involvement and embracing innovation ensures you will thrive in a supportive workplace.
Key Responsibilities:
• Provide customized financial advice to high-net-worth individuals • Maintain and grow client relationships through outreach • Recommend personal and business financial products • Work with internal teams to address client complexities • Implement digital solutions to improve client interactions
Requirements: • 3-5 years of experience in a sales-driven environment • Background in retail banking or equivalent • Knowledge of a variety of lending products • Relevant degree/diploma in finance or business • CSI Personal Financial Services Advice certification is a plus
Use your financial expertise to guide clients and contribute to their success at ATB Financial. #J-18808-Ljbffr