Personal Relationship Manager
ATB Financial
Calgary SAI
16h ago

Job Description

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That's ATB. Is that you?

Your customers would describe you as the most committed, caring, action-oriented and likable sales person they know. You take the time to get to know your customers and do everything humanly possible to ensure they leave with a smile on their face and a plan in their head.

As a Personal Relationship Manager at ATB, your purpose is to manage a portfolio of Mass Affluent Customers . This requires that you build relationships with clients, tailoring your advice and solutions to meet customers' unique and diverse needs and fully bank them with ATB.

You will find success based on your ability to :

  • Participate in activities that reinforce comprehensive advice, tool usage and sales and service processes
  • Provide relevant and complex needs-based advice to customers, effectively delivering on the Client Experience
  • Demonstrate sustained self-management attributes and behaviours, proactively seek coaching and focus on continued improvement
  • Partner with the Branch Manager to provide informal leadership to the sales team
  • Your attributes :

  • Translator - communicate in an easy to understand manner, taking into consideration the appropriate form of communication (ie.
  • Face to face, email, and telephone)

  • Connector - Proactively connect yourself and others to the people needed to move forward and make yourself available to others who may need you
  • Hungry - you have clear objectives for your work, by creating timelines, evaluating what information you will require and how you will overcome expected obstacles
  • Collaborator - you will readily partner with others inside and outside the organization
  • Job Requirements

    As the ideal candidate you possess :

  • Customer Excellence - Delivers an exceptional customer experience at all times
  • Business Savvy - Financial Services experience with proven relationship building and sales skills
  • Willingness to learn - committed to self improvement
  • Team Player - Flexible, cooperative and demonstrates the desire to work within a team
  • So what can ATB Financial offer you? Big-time opportunities for career advancement, a flexible and supportive work environment, outstanding employee recognition programs, and we promise you'll never have to move to Toronto for a promotion.

    As an award-winning employer-of-choice we have the best of the best working for Albertans. Sound like a team you want to be a part of?

    Advancement. Balance. Fun. We get it.

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