Business Advisor Mass Affluent Clients

Position: Business Advisor for Mass Affluent Clients
Elevate your career as ATB’s Business Advisor focused on Mass Affluent Clients. This role requires financial acumen and exceptional customer service to drive client engagement and satisfaction.

In this pivotal position based at the Calgary Marda Loop branch, you'll take charge of a portfolio of clients, managing complex retail and business deals. Your insights will shape strategies that enhance financial health while pursuing established targets. The role demands a strong analytical mindset and the ability to foster relationships, influencing the local community and your professional sphere.

Key Responsibilities:

• Manage a diverse portfolio of Mass Affluent Clients

• Provide tailored advice on finance and business management

• Enable access to self-service digital banking options

• Translate business metrics into actionable strategies

• Lead initiatives that strengthen ATB's community presence

Requirements:

• Post-secondary degree in finance or business administration

• 5+ years of relevant experience

• 3-5 years in retail and business banking

• Strong analytical and problem-solving skills

• Exceptional communication and relationship-building skills

Leverage your expertise in retail banking and client management to empower clients in their financial journeys with ATB.
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