Everyday Banking Advisor - Lloydminster
Core
Provide personalized advice on personal banking products, services, and solutions while driving sales for savings, investment, and lending products.
Role type
retail banking advisor
Builds
retail personal and business client relationships and financial solutions
Domain
retail banking
Deliverable
product features
Required skills
client relationship building, sales, lending product knowledge, digital tools adoption, regulatory compliance, data security (via careerplan.io/jobs/1125899907730836-everyday-banking-advisor-lloydminster-at-atb)
Preferred skills
experience with registered and non-registered investments, credit cards, community involvement
Technologies
digital banking tools
Responsibilities
match clients with appropriate banking products, guide clients toward savings and lending solutions, identify internal referral opportunities, promote digital tools to clients, manage risk and compliance, safeguard client data
Seniority
Mid-level, hands-on IC