Everyday Banking Advisor - Calgary Market
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
Personal banking products, savings, investment, and lending solutions
Domain
Retail Banking
Deliverable
product features
Required skills
Client relationship building, sales, lending product knowledge, digital tools adoption, regulatory compliance, data security
Preferred skills
Experience with registered and non-registered investments, credit cards, post-secondary degree in finance or business administration
Technologies
Digital banking tools
Responsibilities
Match clients with appropriate banking products, guide clients toward financial goals, identify internal referral opportunities, represent ATB in the community, promote digital innovation, manage risk and compliance
Seniority
Mid-level (2-4 years experience)