Banking Advisor - Beaumont

About the Role

Join ATB as an Everyday Banking Advisor! At ATB Financial, we are looking for a person who is passionate about connecting with people, understanding their needs, and providing solutions that truly make a difference.

This role is based out of the Beaumont branch, and may require occasional travel to neighboring branches.

• Be a Trusted Advisor:
  Provide personalized advice on personal banking products, services, and solutions. 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 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. 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.

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.
• An unwavering passion for sales and relationship building and management.
• Post‑secondary degree/diploma in finance, business administration, or relevant work experience.

We encourage candidates from all work backgrounds, equity‑seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.