Business Advisor - Alberta

ATB; Wetaskiwin; On-site; CAD 70,000 - 98,000; Full time

Job summary

ATB Financial in Alberta seeks an Everyday Financial Services (EFS) Business Advisor to manage a portfolio of Mass Affluent Clients. You build, increase and retain valued business based on targets, financial acumen and joining the leadership team to provide specialized insights into the business.

You excel at building your professional brand to create Centres of Influence (COI) that drive financial health throughout Everyday Financial Services (EFS) and the community.

Qualifications

• Exceptional customer service skills and ability to establish and maintain professional relationships.
• In-depth analytical and problem solving skills with a data-driven decision making approach.
• Fluent communicator across verbal, written, and digital channels.
• Amazing attention to detail and follow-through skills.
• Expert knowledge of banking practices and regulations is a must have.

Responsibilities

• Demonstrate broad knowledge of finance, business management, and local/global marketplace to provide relevant advice.
• Proactively lead by influencing and advising on established and new thinking, processes and issues to support EFS strategy.
• Provide clients access to self-service options and connect them to digital platforms.
• Translate annual targets/metrics into actionable activities and routines.
• Identify business strengths and frame opportunities for full partnership with ATB.
• Lead programs to improve ATB's presence and reputation in the community.
• Understand Risk Management policies and procedures.
• Fulfill everyday banking needs by connecting customers to products, services and partners.
• Foster collaboration and integrate best practices into execution of strategic plans.

Skills

Customer service

Analytics

Problem solving

Communication

Attention to detail

Banking regulations

Education

Finance/Business degree or related

3-5 years retail/business banking experience

5+ years relevant experience/certification

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the Role

Please note: The selected candidate will be placed at one of the locations listed based on proximity and business need: Camrose, Caroline, Castor, Consort, Coronation, Drumheller, Innisfail, Ponoka, Stettler, Sundre, or Wetaskiwin.

As ATB’s next EFS (Everyday Financial Services) Business Advisor, your role is to manage a portfolio of Mass Affluent Clients. You build, increase and retain valued business based on targets, financial acumen and joining the leadership team to provide specialized insights into the business. You excel at building your professional brand to create Centres of Influence (COI) that drive financial health throughout Everyday Financial Services (EFS) and the community. You manage complex retail & business deals and are able to translate information into easy-to-understand solutions for our clients.

Accountabilities

• You demonstrate a broad knowledge of finance, business management, and the local and global marketplace, including competitors and key players in the value chain, which allows you to provide relevant advice to our customers.
• You proactively take an informal leadership role by influencing and advising on established and new thinking, processes, and issues that support the advancement of the EFS Strategy.
• You provide the client with access to self service options, set them up on digital platforms whenever possible, and serve them through the channel of their choice.
• You translate annual business targets/metrics into actionable activities and routines.
• You are a trusted partner who can identify a business’ strengths and frame opportunities to determine the full partnership potential with ATB.
• You lead programs or initiatives that improve ATB's presence and reputation within the community, and take on leadership duties as required during the absence of formal leaders.
• You have a thorough understanding of Risk Management policies and procedures.
• You are consistently and confidently able to fulfill our customers' everyday banking needs through connecting them to the right products, services, and partners.
• You foster discussions and collaborative efforts around best practices while integrating them into the execution of your strategic plan and day to day routines.
• You hold to your commitments, and set clear priorities and realistic timeframes.

Skills, Experience & Requirements

Your Attributes:

• You have exceptional customer service skills, with a demonstrated ability to establish and maintain professional relationships.
• You have in-depth analytical and problem solving skills, as well as data-driven decision making, with a customer-oriented approach.
• You are a fluent communicator who can adapt communication style and methods to best suit your audience (verbal, written, & digital).
• You have amazing attention to detail and follow-through skills.
• You have expert knowledge of banking practices and regulations is a must have.

Accreditation:

• Post-secondary degree/diploma in finance, business administration, or a related field.
• 5+ years of relevant experience and/or certification in a related field of study desirable.
• 3-5 years experience in retail and business banking.

We’re dedicated 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. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.