Senior Personal Banking Advisor

Become a Senior Personal Banking Advisor at ATB in Edmonton Killarney. Deliver personalized financial planning and intricate solutions to elevate client experiences and deepen relationships.

This role requires a seasoned financial professional passionate about relationship management and client success. You will utilize your 4-6 years of retail banking expertise to develop a robust book of business, providing tailored advice in financial and estate planning. Engage with internal teams for holistic solutions while embracing digital tools to enhance client interactions.

Key Responsibilities:

• Deepen client relationships through tailored financial planning

• Uphold experience standards with exceptional client service

• Collaborate with internal teams for complex solutions

• Manage high-value client relationships with follow-ups

• Champion digital tools and educate clients on usage

Requirements:

• 4-6 years' experience in retail banking or similar

• Proven record of growing a book of business

• Expertise in financial and estate planning

• PFSA and FP1 accreditation required

• Relevant degree or diploma in finance or business

Elevate client experiences and drive growth as a Senior Personal Banking Advisor with ATB, serving the Edmonton Killarney community.
#J-18808-Ljbffr