Personal Banking Advisor La Crete

Guide high-net-worth clients as a Personal Banking Advisor at ATB Financial in La Crete, using personalized financial advice and strong sales skills.

This temporary 12-month Personal Banking Advisor opportunity serves retail personal and business clients. You will understand financial goals, assess risk appetite, and recommend savings, investment, lending, and credit solutions. The work includes complex mortgages, HELOCs, registered investments, and digital banking adoption.

Key Responsibilities:

• Provide customized guidance to high-net-worth clients
• Build relationships through outreach, follow-ups, and communication
• Recommend savings, investment, lending, and credit products
• Connect complex needs with internal ATB partners
• Promote digital tools and omnichannel adoption

Requirements:

• Three to five years converting sales pipelines
• Retail banking or similar industry experience
• Residential mortgage origination and lending experience
• Understanding of loans, credit cards, and lending solutions
• Finance or business diploma, degree, or relevant experience

Bring client-focused guidance, mortgage expertise, and relationship-building skills to ATB Financial’s La Crete branch for twelve months.