Personal Banking Advisor Mayor Magrath Dr; Term

Position: Personal Banking Advisor Mayor Magrath Dr (12 months Term)

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

• Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
• Thrive together: We want you—the unique, authentic you—to feel safe and celebrated 're on a continuous journey to build the most flexible and inclusive programs.
• Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About

The Role Elevate Your Career as a Personal Banking Advisor at ATB Financial!

At ATB Financial, we’re more than just a bank; we’re a catalyst for financial well‑being and a partner in realizing Albertans’ aspirations. We’re seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth.

Additional Information

• This is a temporary 12 months opportunity
• This role requires Saturday shifts on a rotating basis
• This role is based out of the Lethbridge Mayor Magrath Dr branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities As ATB’s Next Personal Banking Advisor, You Will

• Be a Trusted Financial Partner:
  Offer customized guidance and solutions tailored to the specific financial situations of high-net-worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.
• Build Lasting Relationships:
  Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
• Drive Sales with Expertise:
  Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.
• Connect and Collaborate:
  Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
• Champion Digital Innovation:
  Be a subject matter expert in ATB’s digital and omnichannel adoption, promoting digital tools and educating clients on their use. Embrace new technologies to enhance efficiency and the client experience.
• Be a Community Ambassador:
  Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market.
• Act with Integrity:
  Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements.
• Achieve Success:
  Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business.

Skills, Experience & Requirements Who You Are

You forge meaningful connections with clients, personalise your understanding of their needs, and offer thoughtful guidance to build their financial confidence. You thrive in collaborative environments, embrace new technologies, and are committed to continuous learning. You possess strong sales skills and approach complex problems with curiosity and a focus on the client experience.

What You Bring

• 3 – 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
• Relevant experience in the retail banking industry or a similar field.
• Completion of CSI Personal Financial Services Advice (PFSA).
• A comprehensive understanding of a diverse range of lending products, including but not limited to: residential mortgages, various types of loans (i.e. personal), credit card…