Everyday Banking Advisor - Okotoks

About The Role 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. Additional Information This role requires Saturday shifts on a rotating basis. This role is based out of the Okotoks 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 escalates 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 current 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.) considered an asset. - Unwavering passion for sales and relationship building and management. - Post‑secondary degree/diploma in finance, business administration, or relevant work experience. EEO Statement 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. 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. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pq94j