Job Description & How to Apply Below
Unlock potential and drive client satisfaction as a Business Advisor at ATB in Calgary. You will cultivate relationships with Mass Affluent Clients, managing their unique financial needs.
This position, based out of the Calgary Marda Loop branch, emphasizes managing a diverse portfolio while influencing effective financial strategies. You will tap into your finance and business management knowledge to provide actionable advice while promoting self-service banking solutions. Taking an informal leadership role, you’ll impact both client success and ATB’s community initiatives.
Key Responsibilities:
• Build and maintain a portfolio of Mass Affluent Clients
• Offer relevant financial and business management insights
• Create access to digital banking solutions for clients
• Implement strategies aligned with annual targets
• Drive initiatives to improve community reputation and presence
Requirements:
• Post-secondary degree in finance or business
• Minimum 5 years related experience
• 3-5 years in retail and business banking
• Strong analytical and problem-solving capabilities
• Excellent verbal and written communication skills
Utilize your banking acumen and customer service skills to elevate client experiences at ATB in Calgary.
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