Job Description
Join ATB Financial as a Personal Banking Advisor focused on enriching high-net-worth client relationships. This position entails offering customized financial solutions working across multiple locations.
As a Personal Banking Advisor at ATB Financial, your role will center on guiding clients through their financial journey. You’ll expand the client base while ensuring a tailored approach to meeting distinct financial needs. This fully in-person position requires a commitment to evening and Saturday shifts for optimal engagement.
Key Responsibilities:
• Tailor financial advice to the specific needs of wealthy clients
• Cultivate client relationships with regular communication
• Achieve sales targets for personal and business products
• Connect with internal teams to meet complex client needs
• Champion digital tools to improve client experiences
Requirements:
• 3 - 5 years in banking or sales
• Proven ability to build and convert sales pipelines
• Strong...
As a Personal Banking Advisor at ATB Financial, your role will center on guiding clients through their financial journey. You’ll expand the client base while ensuring a tailored approach to meeting distinct financial needs. This fully in-person position requires a commitment to evening and Saturday shifts for optimal engagement.
Key Responsibilities:
• Tailor financial advice to the specific needs of wealthy clients
• Cultivate client relationships with regular communication
• Achieve sales targets for personal and business products
• Connect with internal teams to meet complex client needs
• Champion digital tools to improve client experiences
Requirements:
• 3 - 5 years in banking or sales
• Proven ability to build and convert sales pipelines
• Strong...
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