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Financial Services Business Development Specialist

2 months ago

Olds, Canada ATB Financial Full time
About the Role

As ATB's next Everyday Financial Services (EFS) Business Advisor, you will play a key role in managing a portfolio of Mass Affluent Clients.

Key Responsibilities:

  • Build, increase, and retain valued business based on targets, financial acumen, and collaboration with the leadership team to provide specialized insights into the business.
  • Develop and maintain professional relationships with clients to drive financial health throughout EFS and the community.
  • Manage complex retail and business deals, translating information into easy-to-understand solutions for clients.
  • Provide clients with access to self-service options, set them up on digital platforms whenever possible, and serve them through their preferred channel.
  • Translate annual business targets and metrics into actionable activities and routines.
  • Identify business strengths and frame opportunities to determine the full partnership potential with ATB.
  • Lead programs or initiatives that improve ATB's presence and reputation within the community, and take on leadership duties as required.

Requirements:

  • 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 communication skills, with the ability to adapt communication style and methods to best suit the audience.
  • Post-secondary degree or diploma in finance, business administration, or a related field.
  • ~2+ years of experience in retail and business banking or 5+ years of relevant experience and/or certification in a related field of study.

About ATB Financial:

We are committed to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way.

We are dedicated to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.