Everyday Banking Advisor

Description:

As ATB’s next Everyday Banking Advisor 3, you understand what client-centricity is. When our client's enter the branch, you put them at the centre of everything you do. You take ownership of delivering truly remarkable experiences that set ATB apart in our client's heart and mind. You are an effective team member providing outstanding experience directly to all clients in line with the strategy, service standards, vision and values of Everyday Financial Services. In a world where clients increasingly choose the values of a company over the value of what they buy, this will ensure they choose ATB.

Accountabilities

As an Everyday Banking Advisor, you:

• Spend 80% or more of your day providing human-centred advice and assistance to ATB clients.
• Are intellectually hungry and curious to seek out information that you can then use to provide advice to the client, so the client has what is necessary to make informed decisions.
• Build sustainable deep relationships and trust with clients through open and interactive communication.
• Are professional, responsive and effective at establishing a positive rapport with our clients each and every time.
• Effectively translate information by using the right methods/tools on policies and processes when providing advice to our clients.
• Confidently utilize multiple digital tools and products available in ATB’s digital ecosystem to provide an enhanced client experience.

Skills, experience & requirements

• Experience in land secured lending*
• Post Secondary degree/diploma in finance, business administration, or a related field.
• 3-5 years of relevant experience in the retail banking industry
• 5+ years of client service experience

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  If the sounds of this role resonates with you, but you don’t yet have the required lending experience, consider applying for either our Everyday Banking Advisor 1 or 2 opportunities. We offer training to get to the Everyday Banking Advisor 3 level.