Retail Banking Relationship Advisor

Retail Banking Relationship Advisor

Full-Time On-site
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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 strong 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.

Retail Banking Relationship Advisor employer: ATB Financial

ATB is an exceptional employer that prioritizes the well-being and growth of its team members, offering a high-care, high-performance culture that empowers individuals to make a meaningful impact. With a commitment to inclusivity and flexibility, ATB provides opportunities for professional development and a supportive work environment, making it an ideal place for those looking to thrive in their careers while contributing to the community. Located in Alberta, the hybrid work model allows for a balanced approach to work-life integration, ensuring that employees can excel both personally and professionally.

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Contact Details:

ATB Financial Recruitment Team