Join ATB Financial as a Personal Banking Advisor, where you can empower clients through personalized financial solutions. Engage with high-net-worth individuals to guide their financial journeys successfully.
In this role, you will act as a Trusted Financial Partner, providing customized guidance tailored to high-net-worth clients' specific situations. You'll build lasting client relationships through effective communication and outreach, while driving sales with your expertise in diverse banking products. Collaborating with internal partners will ensure that you meet complex client needs through ATB's full service suite.
Key Responsibilities:
- Offer tailored financial solutions to high-net-worth clients
- Build and maintain solid relationships with current and prospective clients
- Drive sales of savings and lending products effectively
- Collaborate with internal teams to address unique client needs
- Promote digital tools to enhance client experiences
Requirements:
- 3-5 years of experience in sales and client service
- Experience in retail banking or a similar field
- Proficiency in residential mortgage origination
- Understanding of diverse lending products and solutions
- Post-secondary degree in finance or relevant field
Enhance your career at ATB by driving impactful financial solutions for clients, establishing your presence in the financial community.
📌 Personal Banking Advisor at ATB Financial (Edmonton)
🏢 ATB Financial
📍 Edmonton
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