Personal Banking Specialist I
As ATBs next Personal Banking Specialist, your purpose is to build relationships with new and existing customers by having conversations to fully understand their needs, and connecting them with the right solutions to help them reach their goals. You elevate the client experience by introducing them to partners, and educating them on our mobile and online resources.
Personal Banking Specialist Accountabilities:You meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan.You take time to ensure clients understand their accounts, products, and other information you have provided in relation to their situation.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 keep your commitments with clients, and set clear priorities and realistic timeframes that are consistent with work requirements.You understand annual business targets and metrics for the branch, Everyday Financial Services (EFS) & ATB.You assist in the daily operation, administration and team activities of the branch.You are an expert in the features and benefits of ATB products and solutions, and may have land-secured lending capability.Requirements
Attributes:You are friendly and inquisitive, utilizing your exceptional interpersonal skills to establish and maintain customer relationships, and proactively connect with partners inside and outside the organization.You are a tenacious problem-solver who utilizes data-driven analysis and decision making, and a customer-oriented approach.You are a fluent communicator who can simplify messaging, and adapt communication style and methods to best suit your audience (verbal, written & digital).You are a team player, who demonstrates flexibility, cooperation and a demonstrated willingness to support your fellow team members.You understand the importance of attention to detail and follow through, and maintain a high level of both at all times.You are committed to self-improvement.You have expert knowledge of banking practices and regulations.Accreditation:Post-Secondary degree/diploma in finance, business administration, or a related field.1 - 2 years of relevant experience and/or certification in a related field of study.5+ years of customer service experienceAt 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 should accommodations be required.
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 peoples understanding of what banking can and should make possible. Today, 5,500+ ATB team members embrace a growth mindset in order to help bring ATBs story to life, delivering happiness to our customers and team members alike. Its why were also a highly sought after, award-winning employer. The best part is, were 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 might ask you to participate in a digital interview.
Stay in touch!
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