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 robust 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.