Everyday Banking Advisor — Build Relationships & Impact

ATB Financial; Town of Cardston; On-site; CAD 52,000 - 68,000; Full time

Job summary

ATB Financial in Cardston is seeking an Everyday Banking Advisor who thrives on connecting with people, understanding needs, and providing solutions that make a difference in their financial lives. You will guide clients through savings, lending, and everyday banking products, build lasting relationships, and collaborate with teammates to ensure compliant, secure service.

This role supports community engagement and may require occasional travel to nearby branches, with a focus on delivering an

Qualifications

• 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 similar field.
• Experience with lending products (loans, credit cards, etc.) is considered an asset.
• An unwavering passion for sales and relationship building and management.

Responsibilities

• Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and upscale complex needs to senior team members.
• Drive Sales with Purpose: 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.
• Connect and Collaborate: Utilize your exceptional networking skills to identify referral opportunities within ATB, ensuring clients access our full suite of services and the right expertise.
• Build Lasting Relationships: Deepen client connections by understanding our experience standards and offering tailored, personalized advice.
• Embrace Diversity and Community: Demonstrate cultural sensitivity and self-awareness, considering the varied needs and backgrounds of our clients. You'll also invest in community involvement and represent ATB in the market.
• Champion Digital Innovation: Promote digital tools and educate clients on their use, staying up-to-date with the latest digital trends and technologies.
• Act with Integrity: Take ownership of risk and compliance management, adhering to regulatory requirements and protecting client information from potential threats.
• Ensure Data Security: Safeguard client information and uphold data privacy and security standards.

Skills

Client relationship building

Sales experience

Lending products knowledge

Education

Post-secondary degree/diploma in finance or business administration

Job description

ATB Financial in Cardston is seeking an Everyday Banking Advisor who thrives on connecting with people, understanding needs, and providing solutions that make a difference in their financial lives. You will guide clients through savings, lending, and everyday banking products, build lasting relationships, and collaborate with teammates to ensure compliant, secure service.

This role supports community engagement and may require occasional travel to nearby branches, with a focus on delivering an