Personal Banking Advisor - Okotoks

ATB•Okotoks, AB

9d•Onsite

About The Position

At ATB Financial, we’re more than just a bank; we’re a catalyst for financial well-being and a partner in realizing Albertans’ aspirations. 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.

Requirements

3 - 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.
Appropriate home financing experience and qualification, including a strong background in residential mortgage origination and lending processes.
A comprehensive understanding of a diverse range of lending products, including but not limited to: various types of loans (i.e. personal), credit card offerings, and other lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments.
Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Nice To Haves

Possession of the CSI Personal Financial Services Advice (PFSA) is considered a valuable asset.

Responsibilities

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.
Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach.
Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.
Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
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.
Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market.
Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements.
Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business.