Everyday Banking Advisor - Cardston

ATB Financial; Town of Cardston; On-site; CAD 42,000 - 64,000; Full time

Job summary

ATB Financial in Cardston is seeking an Everyday Banking Advisor who connects with people, understands needs, and offers solutions that matter. You will drive personal and small business banking, promote digital tools, and uphold privacy and compliance while delivering exceptional client experiences.

Bring 2–4 years of client relationship experience, knowledge of lending products, and a finance or business credential to contribute to a high-impact retail banking team.

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 and solutions.
• Drive Sales with Purpose: guide clients toward savings, investments, and lending options.
• Connect and Collaborate: identify referral opportunities within ATB for full service access.
• Build Lasting Relationships: deepen client connections with tailored, personalized guidance.
• Champion Digital Innovation: promote digital tools and educate clients on their use.
• Act with Integrity: manage risk and protect client information.

Skills

Client relationships

Sales orientation

Financial products

Communication skills

Education

Post-secondary finance

Business administration

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.

About the Role

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 Cardston branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

As ATB's next Everyday Banking Advisor, you will:

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

We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply.

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.