Build trusted client relationships as an Everyday Banking Advisor at ATB Financial's Cardston branch, using personalized advice and digital banking tools.
As an Everyday Banking Advisor, you will help personal and business clients find suitable banking solutions. You will guide savings, investment, lending, and credit card decisions while connecting clients with specialized ATB expertise. The role requires curiosity, collaboration, and an exceptional client experience.
Key Responsibilities
- Provide personalized advice on personal banking products and services
- Guide clients toward savings, investment, lending, and credit products
- Identify referral opportunities across ATB's full service suite
- Promote digital tools and educate clients on their use
- Protect client information and manage compliance requirements
Requirements:
- Two to four years creating client experiences and relationships
- One to three years in retail banking or similar fields
- Passion for sales, relationship building, and management
- Finance or business education, or relevant work experience
- Willingness to travel to neighbouring branches occasionally
Bring relationship building, banking knowledge, and digital confidence to ATB Financial's Cardston client advisory team.