Everyday Banking Advisor - Whitecourt (12 Months Temp)

ATB•Whitecourt, AB

2d•Onsite

About The Position

At ATB Financial, we're not just about banking; we're about building relationships and empowering Albertans to achieve their financial dreams. We're looking for our next Everyday Banking Advisor who's passionate about connecting with people, understanding their needs, and providing solutions that truly make a difference.

Requirements

2-4 years of experience creating remarkable client experiences and developing strong relationships.
1-3 years of relevant experience in the retail banking industry or a smiliar field.
An unwavering passion for sales and relationship building and management.
Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Nice To Haves

Experience with lending products (loans, credit cards, etc.) is considered an asset.

Responsibilities

Provide personalized advice on personal banking products, services, and solutions.
Match clients with the right products and escalate complex needs to senior team members.
Guide retail personal and business clients toward the best savings, investment, and lending products for their short-term and long-term goals, including registered and non-registered investments, credit cards, and less complex lending options.
Utilize exceptional networking skills to identify referral opportunities within ATB, ensuring clients access our full suite of services and the right expertise.
Deepen client connections by understanding our experience standards and offering tailored, personalized advice.
Demonstrate cultural sensitivity and self-awareness, considering the varied needs and backgrounds of our clients.
Invest in community involvement and represent ATB in the market.
Promote digital tools and educate clients on their use, staying up-to-date with the latest digital trends and technologies.
Take ownership of risk and compliance management, adhering to regulatory requirements and protecting client information from potential threats.
Safeguard client information and uphold data privacy and security standards.