Personal Banking Relationship Advisor (Cardston)

Personal Banking Relationship Advisor (Cardston)

05 Nov
|
ATB
|
Cardston

05 Nov

ATB

Cardston

Turn client needs into tailored banking solutions at ATB Financial, emphasizing relationship building, sales, and exceptional personal service. This role is based in Cardston.

As an Everyday Banking Advisor, you will build lasting connections with retail personal and business clients. You will recommend registered and non-registered investments, credit cards, savings products, and less complex lending options. The role also involves escalating complex needs, collaborating across ATB, and representing the organization in the community.

Key Responsibilities:

- Understand client needs and deliver tailored personalized advice
- Recommend products supporting short-term and long-term goals
- Escalate complex client needs to senior team members




- Collaborate across ATB to connect clients with expertise
- Represent ATB through community involvement and market presence

Requirements:

- Two to four years developing solid client relationships
- One to three years relevant retail banking experience
- Natural connector comfortable in inclusive collaborative environments
- Curiosity, continuous learning, and commitment to improvement
- Relevant post-secondary education or work experience

Use client insight, sales passion, and relationship management to help Cardston clients access suitable everyday banking solutions.

📌 Personal Banking Relationship Advisor (Cardston)
🏢 ATB
📍 Cardston

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