Build lasting client relationships through retail banking advice, lending knowledge, and referrals at ATB Financial's Picture Butte branch. Occasional neighbouring-branch travel may occur.
As an Everyday Banking Advisor, you will understand varied client needs and match people with suitable financial products. Your work will support personal and business clients through registered and non-registered investments, credit cards, savings, and less complex lending. You will collaborate across ATB while maintaining experience standards, cultural sensitivity, and data security.
Key Responsibilities:
- Deepen client connections through tailored, personalized advice
- Recommend products supporting short-term and long-term goals
- Elevate complex needs to senior team members
- Represent ATB through community involvement and market presence
- Protect client information and follow regulatory requirements
Requirements:
- Robust experience developing client relationships and experiences
- Relevant retail banking experience from one to three years
- Lending products experience is considered an asset
- Curiosity, collaboration, and commitment to continuous improvement
- Finance, business, or relevant post-secondary education
Apply relationship management, financial product knowledge, and cultural awareness as an ATB Everyday Banking Advisor.