Everyday Banking Advisor - Calgary Northpointe
Core
Provide personalized advice on personal banking products, services, and solutions to retail clients, guiding them toward savings, investment, and lending options.
Role type
Retail Banking Advisor
Builds
Personal banking products, savings, investment, and lending solutions for retail clients
Domain
Retail Banking
Deliverable
product features
Required skills
Client relationship building, sales, product knowledge (lending, credit cards, investments), digital tools adoption, regulatory compliance
Preferred skills
Lending product experience, community involvement
Technologies
Digital banking tools (via careerplan.io/jobs/1125899907733983-everyday-banking-advisor-calgary-northpointe-at-atb)
Responsibilities
Match clients with appropriate banking products, drive sales of savings and lending solutions, identify internal referral opportunities, promote digital tools to clients, ensure data security and compliance
Seniority
Mid-level (2-4 years experience)