Everyday Banking Advisor 1

5 months ago

Edmonton, Canada ATB Financial Full time

**Our bottom line is different.**

There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.

Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Job Number: REQ7397

Department: Everyday Financial Services

Location: Edmonton, AB

Paygrade: F- PFS

System Title: Retail Banker 1

Leader: Eraiarul Vajravel, Branch Manager

**This role is based out of the Alberta Avenue 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.

**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.

**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.

**At ATB, we know that as you develop in your career, you gain many transferable skills.** If you believe your experience and qualities are what we are looking for, please consider applying

**Benefits**

**Be great. Be you. Believe.**

**What happens next?**

**Stay in touch**

ATB is exc

  • Everyday Banking Advisor 3

    5 months ago

    Edmonton, 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,...

  • Everyday Banking Advisor 3

    5 months ago

    Edmonton, 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,...

  • Everyday Banking Advisor 3

    3 months ago

    Edmonton, 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,...

  • Everyday Banking Advisor 2

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 2

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 2

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 2

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 2

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 2

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 2/3

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Banking Advisor

    4 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    Job Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking products and services.Key Responsibilities:Provide personalized banking solutions to clientsDevelop and maintain...

  • Banking Advisor

    4 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    Job Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key Responsibilities:Provide personalized banking solutions to clientsOffer advice on investment, personal...

  • Everyday Banking Advisor 3

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 3

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Everyday Banking Advisor 3

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Banking Advisor

    3 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients. This role offers opportunities for development and growth within the organization.Key ResponsibilitiesProvide personalized financial...

  • Banking Advisor

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAt Royal Bank of Canada, we are seeking a highly motivated and client-focused Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and sales expertise to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Proactively...

  • Everyday Banking Advisor 3

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Professional Banking Advisor

    4 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    Job Summary:We are seeking a highly skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key Responsibilities:Provide personalized banking solutions to clients, including transaction, investment, and personal...

  • Banking Advisor

    1 month ago

    Edmonton, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situationsProvide advice and...