Everyday Banking Advisor at ATB Financial, Okotoks

Become an Everyday Banking Advisor with ATB Financial in Okotoks. This role connects you with clients, enabling personalized banking solutions while fostering lasting relationships.

As an Everyday Banking Advisor, you will engage with clients by understanding their financial goals and matching them with appropriate banking products. Your role involves guiding clients through investment and lending options, and you'll collaborate with team members to provide comprehensive service. Additionally, community involvement and showcasing digital innovation are key aspects of your work.

Key Responsibilities:• Provide personalized advice on banking products and services • Guide clients toward savings and investment solutions • Identify referral opportunities and collaborative services • Build enduring relationships with clients through tailored advice • Promote digital tools and educate clients on their use

Requirements:• 2-4 years of experience in client relations • 1-3 years in retail banking or similar fields • Experience with lending products preferred • Passion for sales and relationship building • Post-secondary degree in finance or business

Bring your passion for client service and finance to ATB Financial in Okotoks. #J-18808-Ljbffr