Business Advisor, Lloydminster

ATB Financial; City of Lloydminster; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services provider in Lloydminster is seeking an EFS Business Advisor to manage a portfolio of Mass Affluent Clients. The ideal candidate will provide tailored financial advice, lead community initiatives, and ensure clients' everyday banking needs are met through excellent customer service. The position requires a post-secondary degree in finance or business and relevant experience in retail and business banking.

Qualifications

• Exceptional customer service skills with professional relationship management.
• In-depth analytical and problem-solving skills with data-driven decision making.
• Fluent communicator adapting style to suit audience.

Responsibilities

• Manage a portfolio of Mass Affluent Clients.
• Provide relevant financial advice based on market knowledge.
• Lead programs to improve ATB's community presence.

Skills

Customer service skills

Analytical skills

Communication skills

Attention to detail

Education

Post-secondary degree/diploma in finance or business administration

Job description

Overview

ATB exists to make it possible for our clients, team members and communities. Our purpose is more than aspirational; it’s a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

As ATB’s next EFS (Everyday Financial Services) Business Advisor, your role is to manage a portfolio of Mass Affluent Clients. You build, increase and retain valued business based on targets, financial acumen and joining the leadership team to provide specialized insights into the business. You excel at building your professional brand to create Centres of Influence (COI) that drive financial health throughout Everyday Financial Services (EFS) and the community. You manage complex retail & business deals and are able to translate information into easy-to-understand solutions for our clients.

Accountabilities

• You demonstrate a broad knowledge of finance, business management, and the local and global marketplace, including competitors and key players in the value chain, which allows you to provide relevant advice to our customers.
• You proactively take an informal leadership role by influencing and advising on established and new thinking, processes, and issues that support the advancement of the EFS Strategy.
• You provide the client with access to self service options, set them up on digital platforms whenever possible, and serve them through the channel of their choice.
• You translate annual business targets/metrics into actionable activities and routines.
• You are a trusted partner who can identify a business’ strengths and frame opportunities to determine the full partnership potential with ATB.
• You lead programs or initiatives that improve ATB's presence and reputation within the community, and take on leadership duties as required during the absence of formal leaders.
• You have a thorough understanding of Risk Management policies and procedures.
• You are consistently and confidently able to fulfill our customers' everyday banking needs through connecting them to the right products, services, and partners.
• You foster discussions and collaborative efforts around best practices while integrating them into the execution of your strategic plan and day to day routines.
• You hold to your commitments, and set clear priorities and realistic timeframes.

Your Attributes, Skills, Experience & Requirements

• You have exceptional customer service skills, with a demonstrated ability to establish and maintain professional relationships.
• You have in-depth analytical and problem solving skills, as well as data-driven decision making, with a customer-oriented approach.
• You are a fluent communicator who can adapt communication style and methods to best suit your audience (verbal, written, & digital).
• You have amazing attention to detail and follow-through skills.
• You have expert knowledge of banking practices and regulations is a must have.

Accreditation

• Post-secondary degree/diploma in finance, business administration, or a related field.
• 5+ years of relevant experience and/or certification in a related field of study desirable.
• 3-5 years experience in retail and business banking.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.