Everyday Banking Advisor, Red Deer North Gaetz (12 Months Term)
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 (IC)
Builds
retail personal and business banking products (savings, investments, lending)
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
Responsibilities
match clients with appropriate banking products, guide clients on short-term and long-term financial goals, promote digital tools, manage risk and compliance, represent the bank in the community
Seniority
Mid-level (2-4 years experience)