Relationship-Driven Everyday Banking Advisor

Avenue.io Inc.; Calgary; On-site; CAD 52,000 - 68,000; Full time

Job summary

ATB Financial is seeking an Everyday Banking Advisor based at the Calgary Stephen Ave branch with occasional travel to neighbouring branches. You will connect with clients, understand their needs, and provide personalized solutions that genuinely make a difference.

You will guide retail personal and business clients toward the best savings, investments, and lending products, including credit cards and registered options, while building lasting relationships and promoting digital tools.

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 similiar 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 advice on personal banking products, services, and solutions.
• Guide retail personal and business clients toward the best savings, investment, and lending products for their goals, including credit cards and registered investments.
• Utilize networking skills to identify referral opportunities within ATB, ensuring clients access our full suite of services and the right expertise.
• Deepen client connections by understanding our experience standards and offering tailored, personalized advice.
• Promote digital tools and educate clients on their use, staying up-to-date with the latest digital trends and technologies.
• Take ownership of risk and compliance management, adhering to regulatory requirements and protecting client information.
• Safeguard client information and uphold data privacy and security standards.

Skills

Relationship building

Sales oriented

Networking skills

Digital literacy

Education

Finance or Business degree

Job description

ATB Financial is seeking an Everyday Banking Advisor based at the Calgary Stephen Ave branch with occasional travel to neighbouring branches. You will connect with clients, understand their needs, and provide personalized solutions that genuinely make a difference.

You will guide retail personal and business clients toward the best savings, investments, and lending products, including credit cards and registered options, while building lasting relationships and promoting digital tools.