Everyday Banking Advisor - Westlock

ATB; Town of Westlock; On-site; CAD 42,000 - 54,000; Full time

Job summary

ATB Financial is hiring an Everyday Banking Advisor for the Westlock branch. You will connect with clients, understand their needs, and provide solutions to help them achieve financial goals.

You will drive sales of personal and business banking products, guide clients to suitable options, and promote digital tools. Applicants should have 2–4 years of client experience and a post-secondary degree in finance or business.

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

• Provide personalized personal and business banking advice.
• Drive sales of savings, investments, and loans.
• Identify referral opportunities across ATB.
• Build lasting client relationships.
• Promote digital tools and protect client data.

Skills

Client experience

Relationship building

Lending products

Sales orientation

Banking knowledge

Education

Finance / Business Degree

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

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 Westlock 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 match 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!

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.