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). 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 is passionate about connecting with people, understanding their needs, and providing solutions that truly make a difference. This role requires Saturday shifts on a rotating basis. This role is based out of the Okotoks branch, but on occasion may require travel to neighbouring branches. Responsibilities Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. Match clients with the right products and, when needed, 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 shortterm and longterm goals, including registered and nonregistered investments, credit cards, and less complex lending options. Connect and Collaborate: Utilize 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 selfawareness, considering the varied needs and backgrounds of our clients. Invest in community involvement and represent ATB in the market. Champion Digital Innovation: Promote digital tools and educate clients on their use, staying uptodate 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 are a natural connector who thrives in inclusive and collaborative environments. You are 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 similar field. Experience with lending products (loans, credit cards, etc.) is considered an asset. Unwavering passion for sales and relationship building and management. Postsecondary degree/diploma in finance, business administration, or relevant work experience. We encourage candidates from all work backgrounds, equityseeking communities and experience levels to apply. 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. #J-18808-Ljbffr
Job Title
Everyday Banking Advisor - Okotoks