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