ATB Therapeutics

ATB Therapeutics

Personal Banking Advisor - Whitecourt (12 Months Term)

WHITECOURT, Alberta, Canada · Contract

Sponsorship not specifiedDetected 15 days ago
SalesPipeline ManagementCommunicationCritical Thinking

About the role

  • Elevate Your Career as a Personal Banking Advisor at ATB Financial!
  • We're seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth.

Responsibilities

  • Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
  • Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB's full suite of services.
  • Build Lasting Relationships: Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach.
  • Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals.
  • Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB's full suite of services.

Requirements

  • 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
  • Relevant experience in the retail banking industry or a similar field.
  • Post-secondary degree/diploma in finance, business administration, or relevant work experience.
  • A resume only goes so far in expressing who you are and the unique perspectives you bring.

Skills

  • Be a subject matter expert in ATB's digital and omnichannel adoption, promoting digital tools and educating clients on their use.
  • Embrace new technologies to enhance efficiency and the client experience.

Benefits

  • We're on a continuous journey to build the most flexible and inclusive programs.
  • Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

Company info

  • At ATB, we exist to make it possible for our clients, team members and communities.
  • Our purpose is more than aspirational.
  • It's a real commitment we live every day through our values (what we call the ATB ID ).
  • Life at ATB is about more than work.
  • In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

This listing is sourced directly from ATB Therapeutics's careers page and normalized into a canonical job model.