Build lasting client relationships with ATB Financial as a Retail Banking Relationship Advisor, combining personalized advice, networking, and sales. This temporary role is based in Oyen.
You will support personal and business clients with products matching short-term and long-term goals. Your work will include registered and non-registered investments, credit cards, and less complex lending. You will connect clients with senior team members and other ATB expertise when needs become complex.
Key Responsibilities: Deepen client connections through tailored personalized advice
Match clients with suitable banking products and services
Guide clients toward investment and lending solutions
Develop referrals through exceptional networking skills
Represent ATB in the market and community
Requirements: Two to four years developing solid client relationships
One to three years’ relevant retail banking experience
Client experience in a similar field considered relevant
Passion for sales and relationship building
Post-secondary finance or business education, or relevant experience
Use relationship management, financial product knowledge, and networking skills to deliver personalized banking advice for ATB clients in Oyen.