Banking Advisor

Position: Banking Advisor Role at ATB Financial
Location: Peace River

Make a meaningful impact as an Everyday Banking Advisor at ATB Financial. Engage with clients in Peace River, providing personalized banking solutions to help them succeed financially.

As a trusted advisor at ATB, your focus will be on creating extraordinary client experiences and understanding diverse needs. You'll guide clients through personal and business banking options while fostering a culture of collaboration. Ensure clients are updated on digital innovations, enhancing their banking experience while adhering to compliance standards.

Key Responsibilities:

• Provide personalized banking product advice and solutions

• Guide clients toward financial products for their goals

• Identify client referral opportunities to enhance service

• Build and maintain strong client relationships

• Promote the use of digital tools for optimal banking

Requirements:

• 2-4 years in client experience roles

• 1-3 years in retail banking or an equivalent setting

• Familiarity with lending products beneficial

• Post-secondary degree in finance or relevant area

• Strong passion for relationship building

Be part of a team that celebrates diversity and improves client financial journeys at ATB Financial.
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