Personal Banking Advisor, La Crete (12 Months Term)

ATB; La Crete; On-site; CAD 55,000 - 75,000; Full time

Job summary

ATB Financial is seeking a Personal Banking Advisor at the La Crete branch to deliver tailored guidance to high-net-worth clients and drive growth.

This is a 12-month temporary opportunity based in La Crete with occasional travel to neighboring branches; you will partner with teams, promote digital tools, and uphold privacy and regulatory standards while strengthening client relationships and achieving sales goals.

Qualifications

• 3-5 years of experience identifying and converting a sales pipeline and delivering exceptional client experiences.
• Retail banking industry experience or similar field.
• CSI PFSA certification is considered a valuable asset.
• Home financing experience, including residential mortgage origination and lending processes.
• Understanding of a diverse range of lending products (loans, credit cards, mortgages, HELOCs).
• Post-secondary degree or diploma in finance, business administration, or relevant work experience.

Responsibilities

• Be a trusted financial partner by offering tailored guidance and solutions for high-net-worth clients and escalating complex issues as needed.
• Build lasting client relationships through proactive communication and outreach; attract new clients and deepen connections.
• Drive sales by guiding clients to savings, investments, and lending products aligned with their goals, including registered and non-registered investments.
• Collaborate with internal partners to leverage ATB’s full suite of services and address complex client needs.
• Promote ATB’s digital tools and omnichannel services to enhance efficiency and client experience.
• Represent ATB in the community and demonstrate cultural sensitivity and integrity.
• Ensure data privacy and regulatory compliance in all client interactions.
• Meet personal sales targets and contribute to branch, market, and overall business success.

Skills

Sales skills

Client relationship building

Communication

Financial guidance

Education

Post-secondary degree/diploma in finance or business

Job description

About the Role

Elevate Your Career as a Personal Banking Advisor at ATB Financial!

At ATB Financial, we’re more than just a bank; we’re a catalyst for financial well-being and a partner in realizing Albertans’ aspirations. We’re seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth.

Additional Information

• This is a temporary 12 months opportunity
• This role is based out of the La Crete branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

As ATB’s next Personal Banking Advisor, you will:

• Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to the specific financial situations of high-net-worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.
• Build Lasting Relationships: Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
• Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.
• Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
• Champion Digital Innovation: Be a subject matter expert in ATB’s digital and omnichannel adoption, promoting digital tools and educating clients on their use. Embrace new technologies to enhance efficiency and the client experience.
• Be a Community Ambassador: Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market.
• Act with Integrity: Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements.
• Achieve Success: Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business

Skills, Experience & Requirements

Who You Are

You forge meaningful connections with clients, personalize your understanding of their needs, and offer thoughtful guidance to build their financial confidence. You thrive in collaborative environments, embrace new technologies, and are committed to continuous learning. You possess strong sales skills and approach complex problems with curiosity and a focus on the client experience.

What You Bring

• 3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
• Relevant experience in the retail banking industry or a similar field.
• Possession of the CSI Personal Financial Services Advice (PFSA) is considered a valuable asset.
• Appropriate home financing experience and qualification, including a strong background in residential mortgage origination and lending processes.
• A comprehensive understanding of a diverse range of lending products, including but not limited to: various types of loans (i.e. personal), credit card offerings, and other lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments.
• Post-secondary degree/diploma in finance, business administration, or relevant work experience.

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.