Job Description
Become an Everyday Banking Advisor with ATB Financial in Okotoks. This role connects you with clients, enabling personalized banking solutions while fostering lasting relationships.
As an Everyday Banking Advisor, you will engage with clients by understanding their financial goals and matching them with appropriate banking products. Your role involves guiding clients through investment and lending options, and you'll collaborate with team members to provide comprehensive service. Additionally, community involvement and showcasing digital innovation are key aspects of your work.
Key Responsibilities:
• Provide personalized advice on banking products and services
• Guide clients toward savings and investment solutions
• Identify referral opportunities and collaborative services
• Build enduring relationships with clients through tailored advice
• Promote digital tools and educate clients on their use
Requirements:
• 2-4 years of experience in client relations
As an Everyday Banking Advisor, you will engage with clients by understanding their financial goals and matching them with appropriate banking products. Your role involves guiding clients through investment and lending options, and you'll collaborate with team members to provide comprehensive service. Additionally, community involvement and showcasing digital innovation are key aspects of your work.
Key Responsibilities:
• Provide personalized advice on banking products and services
• Guide clients toward savings and investment solutions
• Identify referral opportunities and collaborative services
• Build enduring relationships with clients through tailored advice
• Promote digital tools and educate clients on their use
Requirements:
• 2-4 years of experience in client relations
Ready to Apply?
Submit your application today and join our talented team at ATB Financial.
Submit ApplicationJob Details
- Location okotoks, town of okotoks
- Job Type Full-time
- Category Other-General
- Posted Date June 04, 2026
- Application Deadline July 14, 2026