Business Development Advisor

7 days ago

Grande Prairie AB, Canada ATB Financial Full time
About the Role

As ATB's next Everyday Financial Services (EFS) Business Advisor, you will play a crucial role in managing and advising ATB's entrepreneur and small business clients. Your primary responsibility will be to manage complex business deals and provide easy-to-understand solutions for our clients, while increasing and retaining valued business based on targets and financial acumen.

Key Responsibilities
  • Manage and advise ATB's entrepreneur and small business clients
  • Translate information into easy-to-understand solutions for clients
  • Increase and retain valued business based on targets and financial acumen
  • Share insights into client needs with the team
  • Build professional brand to create Centres of Influence (COI) that drive financial health throughout EFS and the community
Requirements
  • Broad knowledge of finance, business management, and the local and global marketplace
  • Ability to provide relevant advice to customers
  • Confidently fulfill clients' everyday banking needs through connecting them to the right products, services, and partners
  • Provide clients with access to self-service options and set them up on digital platforms whenever possible
  • Translate annual business targets/metrics into actionable activities and routines in day-to-day work
  • Thorough understanding of Risk Management policies and procedures
  • In-depth analytical and problem-solving skills, as well as data-driven decision-making, with a customer-oriented approach
  • Fluent communicator who can adapt communication style and methods to best suit audience (verbal, written, & digital)
  • Strong knowledge of banking practices, financial acumen, and regulations
  • Post-secondary degree/diploma in finance, business administration, or a related field
  • Experience and/or certification in a related field of study is desirable
  • Experience in retail and business banking is considered an asset
About ATB Financial

ATB Financial is a leading financial institution in Canada, recognized for its high-care, high-performance culture. We are committed to building a workforce reflective of those within our communities and creating an inclusive workplace where our team members are equipped with what they need to succeed—their way.

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