Everyday Banking Advisor - Calgary Stephen Avenue

ATB; Calgary; On-site; CAD 42,000 - 65,000; Full time

Job summary

ATB Financial, based in Calgary, is seeking an Everyday Banking Advisor at the Stephen Ave branch. The role focuses on connecting with clients, understanding their needs, and delivering tailored banking solutions to help them achieve their financial goals.

You will build lasting relationships, guide clients in savings, investments, and lending options, and promote digital tools while upholding service standards and community involvement.

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.
• Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Responsibilities

• Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions.
• Drive Sales with Purpose: Guide retail personal and business clients toward the best savings, investment, and lending products.
• Connect and Collaborate: Identify referral opportunities within ATB to access the full suite of services.
• Build Lasting Relationships: Deepen client connections by understanding experience standards and offering tailored advice.
• Embrace Diversity and Community: Demonstrate cultural sensitivity and invest in community involvement.
• Champion Digital Innovation: Promote digital tools and educate clients on their use.
• Act with Integrity: Take ownership of risk and regulatory compliance.
• Ensure Data Security: Safeguard client information and uphold privacy.

Skills

Relationship building

Client experience

Sales orientation

Networking

Education

Finance degree or equivalent

Job description

At ATB, we exist 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.

Leadership is in our DNA at ATB, reflecting our commitment to developing world‑class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

About the Role

Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!

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.

Additional Information

• This role is based out of the Calgary Stephen Ave branch, but on occasion may be required to travel to neighbouring branches

Accountabilities

• Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalated 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, Experience & Requirements

Who You Are:

• You're a natural connector who thrives in inclusive and collaborative environments. You're curious, eager to learn, and always focused on providing an exceptional client experience. You embrace new technologies and are committed to continuous improvement.

What You Bring:

• 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.
• Experience with lending products (loans, credit cards, etc.) is considered an asset.
• An unwavering passion for sales and relationship building and management.
• Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Ready to reimagine possibilities and help our clients thrive? Join ATB Financial and let's make a real difference together!

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 Indigenous 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.