Build stronger client connections through retail banking, sales, and financial guidance as an Everyday Banking Advisor with ATB Financial. This Calgary role serves personal and business clients.
In this position, you will understand varied client needs and recommend suitable savings, investment, lending, and credit card solutions. You will deepen relationships through personalized advice, connect clients with internal expertise, and represent ATB in the community. The role also includes digital education, cultural sensitivity, and careful attention to privacy, risk, and regulatory requirements.
Key Responsibilities
- Deepen client relationships through tailored personalized advice
- Match clients with appropriate banking products and solutions
- Escalate complex needs to senior team members
- Collaborate across ATB to create client referral opportunities
- Represent ATB through community involvement and market activity
Requirements:
- Natural connector focused on exceptional client experiences
- Curiosity, willingness to learn, and continuous improvement mindset
- Two to four years developing solid client relationships
- Relevant retail banking experience of one to three years
- Finance or business administration education, or relevant work experience
Use relationship building, retail banking experience, and personalized advice to help ATB clients pursue financial goals.
📌 Retail Banking Relationship Advisor (Calgary)
🏢 ATB
📍 Calgary