Everyday Banking Advisor, Claresholm (6 Months Term)

ATB; Claresholm; On-site; CAD 42,000 - 60,000; Full time

Job summary

ATB Financial, based in Claresholm, Alberta, seeks an Everyday Banking Advisor to build relationships and tailor solutions that meet clients’ financial goals. This temporary 6‑month role is centered at the Claresholm branch, with occasional travel to nearby branches.

You’ll advise on personal banking products, guide savings and lending options, and promote digital tools while delivering exceptional service and trust.

Qualifications

• 2–4 years of experience creating remarkable client experiences.
• 1–3 years in the retail banking industry or a similar field.
• Post-secondary degree/diploma in finance or business administration.

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 for their goals.
• Connect and Collaborate: Identify referral opportunities within ATB to access full suite of services.
• Build Lasting Relationships: Deepen client connections with tailored, personalized advice.
• Embrace Diversity and Community: Demonstrate cultural sensitivity and 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 data privacy.

Skills

Relationship building

Sales

Client advisory

Networking

Education

Finance/Business degree

Job description

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 is a temporary 6 months opportunity
• This role is based out of the Claresholm 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 escal…
• 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

• 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 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.