Banking Advisor

Position: Everyday Banking Advisor
Make an impact with ATB as an Everyday Banking Advisor in Lloydminster. Connect with clients, provide tailored banking solutions, and empower Albertans to achieve their financial dreams.

This role emphasizes building strong relationships and enhancing client experiences. You will be responsible for offering personalized advice on banking products while driving sales and ensuring compliance with regulations. Apply your expertise in networking and understand client needs to provide solutions that resonate deeply.

Key Responsibilities:

• Provide personalized advice on banking products and services

• Guide clients toward suitable savings and lending options

• Identify referral opportunities for comprehensive client support

• Promote digital tools and educate clients on their use

• Safeguard client information and uphold data privacy

Requirements:

• 2-4 years of experience in client-focused roles

• 1-3 years in retail banking or similar fields

• Experience with lending products is an asset

• Post-secondary education in finance or business

• Eagerness to embrace new technology and learning

Join ATB Financial to foster relationships and support financial success in the Lloydminster community.
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