Everyday Banking Advisor 1

3 weeks ago

Pincher Creek, Canada ATB Financial Full time

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 ID).

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 at work. We'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

**This role is based out of the Pitcher Creek branch, but on occasion may be required to travel to neighbouring branches.**

As ATB’s next Everyday Banking Advisor 1, you are dedicated to creating a remarkable ATB customer experience by acquiring, deepening and retaining everyday and business relationships. An Everyday Banking Advisor has a defined understanding of what a seamless and high level consistent client experience looks and feels like. They advocate for the client throughout their interactions with ATB experience from beginning to end by courageously advancing the future of ATB.

The Everyday Banking Advisor delivers on ATB's purpose to make it possible and to turn what into what if, the Everyday Banking Advisor is responsible to actively engage clients via leads or proactively to improve their financial picture leveraging financial wellness conversations in their pursuit of deepening relationships and completing revenue generating activities. Acting as a connector within EFS, the Everyday Banking Advisor is responsible for creating leads to experts across ATB, inclusive of sales team members who can complete more complex sales needs in EFS, Business banking, and Wealth.
- Accountabilities

We exist to make it possible...

To turn what-if into when.
- Actively engage clients in saving time and money, improving their financial picture, and financial wellness conversations while increasing revenue generating activities.
- Provide advice and fulfill advisory and sales solutions to ATB360 clients to enhance the overall entrepreneurial experience.
- Consistently source leads to Retail, Business or Wealth colleagues to complete more in depth or time consuming requests for the best client experience.

To find a better way... in more than just banking.
- Generate revenue and achieve individual, team, organizational goals, while contributing to sales strategy
- Peer mentor for the branch team to level up skill sets and proficiency within the client experience.
- Liaise with internal partners (Client Care, Business and Wealth) and other branch team members to ensure optimal customer service is maintained.
- Strategically utilized across any number of branches or markets.

To wrap our talent, tech and wisdom around the obsessive belief that anything is possible.
- Digital advocate within all our tools and technologies as part of the 2031 Strategy
- Effectively handle any overflow from Client Care inbound calls using the Genesys system.
- Proactively and consistently execute on inbound and outbound customer connections, with a focus on our priority connections, renewals and deepening relationships.
- Adapt to changing client preferences, including self-service options, to remain relevant while profitably serving our everyday, business, and wealth clients.
- Skills, experience & requirements

Requirements/Specifics/Execution of Role:

- Weeks 1 - 5 of 360 Degreed Learning Path completed prior to commencement of EBA role
- Complete minimum 4 week Genesys and Customer Interaction Flow training program
- Understand and utilize Customer Interaction Flow (CIF) with every customer
- Successful completion of PB1 Milestone training to support advice based conversations, supporting and maintaining customer experience/relationships that are also revenue generating
- Expert knowledge of current operating systems and customer sales tools (I.e. CSA, CRM, Onboarding Express, Customer Story etc)
- Using data to create revenue generating opportunities and leads
- Building strong partner relationships to create a remarkable and seamless client experience.
- Willingness and ability to support multiple areas of the business, which could include multiple branches, Client Care and other customer channels of choice.

Don’t meet all the requirements on the list?

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation

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