Financial Banking Advisor

Position: ATB Financial Banking Advisor Role
Location: Peace River

Become an Everyday Banking Advisor with ATB Financial in Peace River, impacting client journeys through tailored banking solutions. Connect, collaborate, and build relationships while promoting digital innovation.

In this pivotal role, you will serve as a trusted advisor, offering personal banking solutions that align with clients' financial goals. Your expertise will guide retail and business clients toward suitable savings, lending, and investment options. Engage in community initiatives while championing inclusivity and technological advancements.

Key Responsibilities:

• Match clients with personal banking services

• Drive purposeful sales for financial products

• Collaborate to identify referral opportunities

• Foster deep client connections through tailored advice

• Educate clients on digital banking tools

Requirements:

• 2-4 years creating client experiences in banking

• 1-3 years in a retail banking role

• Experience with lending products preferred

• Strong relationship-building skills

• Relevant education in finance or business

Elevate client experiences and enhance financial literacy with ATB Financial.
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