At a Glance
- Tasks: Transform financial futures by providing personalized banking advice and building client relationships.
- Company: Join ATB Financial, a leader in innovative banking solutions.
- Benefits: Competitive salary, career growth opportunities, and a supportive work environment.
- Other info: Empower clients with tailored financial solutions in a dynamic team setting.
- Why this job: Make a real impact on clients' financial journeys while championing digital innovation.
- Qualifications: 3-5 years in retail banking, strong analytical skills, and a degree in finance or business.
The predicted salary is between 63000 - 77000 $ per year.
Transform financial futures as a Personal Banking Advisor at ATB Financial. Engage with high-net-worth clients, offering customized financial solutions that matter.
This role is designed for those who thrive in making meaningful connections through proactive client interactions.
You will be the trusted financial partner people turn to for advice on diverse financial products and long-term planning.
Your collaboration with internal teams will ensure that client needs are met effectively and efficiently.
Key Responsibilities
- Deliver personalized financial advice tailored to client needs
- Build and expand client relationships with effective outreach
- Drive product sales that align with clients' goals
- Manage end-to-end mortgage solutions for clients
- Champion digital innovation in client interactions
Requirements
- 3-5 years in retail banking or similar role
- Experience with residential mortgage origination
- In-depth knowledge of various lending products
- Degree in finance, business, or applicable experience
- Strong analytical skills to handle complex scenarios
Take the first step towards empowering clients in their financial journeys with ATB Financial.
Transform Lives as ATB Banking Advisor in Calgary employer: ATB
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 environment where unique perspectives are celebrated. Located in Alberta, the hybrid work arrangement allows for a balanced work-life experience, making it an ideal place for those seeking a rewarding career in digital banking.
