Everyday Banking Advisor 2/3 (7374)

at  ATB Financial

Okotoks, AB, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate28 Jun, 2024Not Specified30 Mar, 20243 year(s) or aboveFinance,Training,Transferable SkillsNoNo
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Description:

OUR BOTTOM LINE IS DIFFERENT.

There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.
Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.
Job Number: REQ7374
Department: Everyday Financial Services (EFS)
Location: Okotoks, AB
Apply by: Apr 11, 2024
Paygrade: G or H-PFS (Level 2 or 3, depending on lending skills/experience)
System Title: Retail Banker 2 or 3
Is this a Union Position: No
Leader: Chad Pires, Branch Manager
This role requires Saturday shifts on a rotating basis
This role is required to work at both Okotoks and Diamond Valley branches. The team member will be required to provide their own transportation to both locations.
This role is based out of the Okotoks branch, but on occasion may be required to travel to neighboring branches.
As ATB’s next Everyday Banking Advisor 2 or 3, you understand what client-centricity is. When our client’s enter the branch, you put them at the center 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.

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.

REQUIREMENTS

  • Experience in either non-land secured &/or 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 industry5+ years of client service experience


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

      At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying!

      Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.

    BE GREAT. BE YOU. BELIEVE.

    We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.
    What happens next?
    Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.

    Responsibilities:

    Please refer the Job description for details


    REQUIREMENT SUMMARY

    Min:3.0Max:5.0 year(s)

    Banking/Mortgage

    Banking / Insurance

    BFSI

    Diploma

    Finance business administration or a related field

    Proficient

    1

    Okotoks, AB, Canada