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Business Development Specialist

2 months ago

Grande Prairie, Canada ATB Financial Full time
About the Role

As a key member of the ATB Financial team, you will play a vital role in managing and advising the bank's entrepreneur and small business clients. Your expertise will be essential in translating complex financial information into actionable solutions for our clients, while also driving business growth and retention.

Key Responsibilities
  • Financial Expertise: Demonstrate a broad knowledge of finance, business management, and the local and global marketplace to provide relevant advice to our customers.
  • Client Service: Consistently and confidently fulfill our clients' everyday banking needs through connecting them to the right products, services, and partners.
  • Digital Solutions: Provide clients with access to self-service options, set them up on digital platforms whenever possible, and serve them through the channel of their choice.
  • Business Development: Translate annual business targets/metrics into actionable activities and routines in your day-to-day work.
  • Relationship Building: Foster trusted advisor relationships with clients, identifying their strengths and uncovering opportunities to deepen banking relationships with ATB.
  • Community Engagement: Identify opportunities in the community that can improve ATB's presence and drive new business, and lead these initiatives during the absence of formal leaders.
  • Risk Management: Have a thorough understanding of Risk Management policies and procedures.
  • Team Collaboration: Foster discussions and collaborative efforts around best practices with your teammates, and integrate them into your day-to-day routines.
  • Accountability: Hold to your commitments, and set clear priorities and realistic timeframes with both colleagues and clients.
Requirements
  • Client Service Skills: Exceptional client service skills, with a demonstrated ability to establish and maintain professional relationships.
  • Analytical Skills: In-depth analytical and problem-solving skills, as well as data-driven decision-making, with a customer-oriented approach.
  • Communication Skills: Fluent communicator who can adapt communication style and methods to best suit your audience (verbal, written, & digital).
  • Attention to Detail: Amazing attention to detail and follow-through skills.
  • Financial Acumen: Strong knowledge of banking practices, financial acumen, and regulations.
Accreditation
  • Education: Post-secondary degree/diploma in finance, business administration, or a related field.
  • Experience: Experience and/or certification in a related field of study is desirable.
  • Industry Experience: Experience in retail and business banking is considered an asset.