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Job Description & How to Apply Below
As part of the Everyday Financial Services team, you will manage client relationships and provide specialized financial insights. You are expected to build your professional brand and create Centres of Influence (COI) that drive success for ATB and its clients. This role requires a comprehensive understanding of finance and the ability to translate complex information into clear solutions.
Key Responsibilities:
• Manage a portfolio of Mass Affluent Clients
• Provide access to self-service options and digital platforms
• Identify strengths and opportunities for business partnerships
• Lead programs to improve community presence
• Fulfill customer banking needs with appropriate products
Requirements:
• Post-secondary degree in finance or business administration
• 5+ years of relevant experience
• Expertise in banking practices and regulations
• Strong analytical and problem-solving skills
• Exceptional customer service ability
Become an integral part of ATB's mission to enhance financial well-being in the community.
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