ATB Financial
Personal Banking Advisor - Okotoks
Job Description
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.
Additional Information
- This role requires Saturday shifts on a rotating basis.
- This role is based out of the Okotoks branch, but on occasion may be required to travel to neighbouring branches.
Accountabilities
- Be a trusted financial partner: offer customized guidance and solutions tailored to the specific financial situations of high‑net‑worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.
- Build lasting relationships: cultivate strong client relationships through consistent communication, follow‑ups, and proactive outreach. Expand yo...