ATB 360 Advisor (1874)
ATB Financial, Canada
Job Description
Listening to Albertans. Going deeper to understand who they are and where they’re going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way.
Job Number: REQ1874
Location: Calgary Entrepreneur Centre
Apply by: May 25, 2021
Paygrade: Under Review
Leader: Ranice Macyk, Branch Manager
Is this a Union position: No
**This role requires Saturday shifts on a rotating basis**
As ATB’s next 360 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 amp; business deals and are able to translate information into easy-to-understand solutions for our clients.
360 Advisor 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.
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, amp; 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.
At ATB, we know that highly talented people can readily transfer their skills. If you believe your skills and experience are transferable, please consider putting your name in the running.
Online applications are preferred. Please contact us if accommodations would assist your application process.
Benefits
Purpose. Growth. Advancement. Fun. Rewards learn about our perks and benefits.
A little about ATB:
We are Alberta’s largest, home grown financial institution and for the last 80+ years, we’ve transformed people’s understanding of what banking canand shouldmake possible. Today, 5,500+ ATB team members embrace a growth mindset in order to help bring ATB’s story to life, delivering happiness to our customers and team members alike. It’s why we’re also a highly sought after, award-winning employer. The best part is, we’re just getting started. Join us, and create happiness.
To learn more about atb, visit atb.com.
What happens next?
If you make the shortlist for this role, you will hear from us within 10 business days of the posting close date. We will also keep your application on file for future roles that you may wish to consider.
We are also an equal opportunity employer. Find out more about what to expect when applying.
If your application is shortlisted, we m