Everyday Banking Advisor 3

at  ATB Financial

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It’s a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada’s top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you’re empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We’re on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
This role is based out of the Calgary 8th Ave Place branch, but on occasion may be required to travel to neighbouring branches.
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
• 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.

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to

Please refer the Job description for details