Become a Personal Banking Advisor at ATB Financial in Edmonton Ellerslie Landing, focusing on high-net-worth clients. Provide personalized financial solutions and cultivate solid, trust-based relationships.
In this role, you will engage clients to understand their financial situations and offer bespoke advice on various banking products. Your responsibility will also include driving sales and promoting ATB's suite of services, along with a commitment to community involvement and ethical banking practices.
Key Responsibilities:
- Deliver personalized financial solutions to high-net-worth clients
- Build and maintain strong client relationships
- Advise on investment and credit products for clients
- Collaborate with teams to address complex client needs
- Advocate for ATB's digital tools to enhance client experiences
Requirements:
- 3-5 years in retail banking or similar environment
- Extensive knowledge in mortgage processes and lending
- CSI PFSA credential is advantageous
- Proficient in handling diverse lending solutions
- Degree in finance, business administration, or relevant experience
Bring your expertise in client service and sales to impact the financial well-being of ATB's clients.