Use relationship-building and sales skills to help ATB Financial clients pursue financial goals through tailored everyday banking advice. This role is based at Westlock branch.
As an Everyday Banking Advisor, you will develop lasting connections with retail personal and business clients. You will recommend savings, investments, credit cards, and less complex lending options, while connecting clients with specialized ATB expertise. Cultural sensitivity, digital confidence, and robust client care are central to the work.
Key Responsibilities:
- Understand client needs and offer tailored personalized advice
- Recommend registered and non-registered investment products
- Support personal and business clients with lending solutions
- Network across ATB to create appropriate referral opportunities
- Represent ATB in the community and market
Requirements:
- Two to four years developing strong client relationships
- One to three years of retail banking experience
- Curiosity and commitment to continuous improvement
- Exceptional client experience and relationship management focus
- Post-secondary finance or business education, or relevant experience
Apply relationship management, sales passion, and banking knowledge while helping ATB clients access suitable financial solutions.