Everyday Banking Advisor

3 days ago

Cold Lake, 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: REQ5224

Department: Everyday Financial Services

Location: Cold Lake, AB

Paygrade: F-PFS

Leader: Savannah McLeod, Branch Manager

Is this a Union position: No

**As ATB’s next Everyday Banking Advisor,** 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** and 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 excited to know you’re interested in a career with us Follow us on LinkedIn, Facebook and Instagram to get the inside scoo

  • Client Advisor

    7 days ago

    Cold Lake, Alberta, Canada RBC - Royal Bank Full time

    What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve...

  • Banking Advisor

    1 week ago

    Elliot Lake, Canada Scotiabank Full time

    Requisition ID: 173526 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network you will be provided in-depth training designed to allow...

  • Financial Advisor

    5 days ago

    Cold Lake, Canada Lakeland Credit Union Full time

    **Make a difference in the community by contributing to an award-winning work environment!**: - **Receive a highly competitive salary of $52.5k+ (negotiable based on experience)!**: - **Join an organization with a supportive team culture within a tight-knit community in Bonnyville/Cold Lake!** **About Lakeland Credit Union**: **Lakeland Credit Union...

  • Client Advisor

    7 days ago

    Cold Lake,Alberta, Canada RBC - Royal Bank Full time

    What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve...

  • Financial Advisor

    6 days ago

    Lake Cowichan, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Consumer Advisor

    3 days ago

    Meadow Lake, Canada Innovation Credit Union Full time

    **Consumer Advisor** **Permanent Full - Time** **Open Until F**illed** **Annual Salary: $49,735 - $69,076** **Meadow Lake Advice Centre** **Flexible** hours, career development opportunities,* **exceptional benefits and pension plan!** **_Innovation Credit Union has a bold ambition. In addition to being Canadas next Federal Credit Union, we will be the...

  • Banking Advisor

    2 weeks ago

    Harrison Lake Region (Agassiz), Canada RBC Full time

    Job Summary This opportunity is for the Comox Valley Community of Branches including Campbell River.Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and...

  • Financial Advisor

    1 day ago

    Lake Cowichan, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Senior Financial Advisor

    3 weeks ago

    Elliot Lake, Canada Scotiabank Full time

    Join a purpose-driven winning team committed to results in an inclusive and high-performing culture.What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching...

  • Banking Centre Leader I

    5 days ago

    Elliot Lake, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Advisor

    7 days ago

    Williams Lake,British Columbia, Canada RBC - Royal Bank Full time

    What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve...

  • Employment Advisor

    2 days ago

    Lake Cowichan, Canada Cowichan Lake Community Services Society Full time

    **Job Summary**: The Employment Advisor works as part of the WorkBC team to help our clients find and maintain employment, training, and access to pertinent services. They are also a key staff person at Community Services who greets clients as the come in and helps them with what they’re in need of. **Key Duties and Responsibilities**: 1) Build positive...

  • Client Advisor

    2 weeks ago

    Harrison Lake Region (Agassiz), Canada RBC Full time

    Job Summary What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Client Advisor

    2 weeks ago

    Harrison Lake Region (Agassiz), Canada RBC Full time

    Job SummaryJob Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC...

  • Financial Advisor-mfda/amf

    1 day ago

    Williams Lake, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Advisor

    7 days ago

    Williams Lake,British Columbia, Canada RBC - Royal Bank Full time

    What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve...

  • Client Advisor

    7 days ago

    Lake Country,British Columbia, Canada RBC - Royal Bank Full time

    What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve...

  • Insurance Advisor

    3 days ago

    Williams Lake, Canada Western Financial Group Full time

    Here is what a typical day looks like You will provide quotes and sell new policies to customers via phone, in-person and by email Everyday you will assist customers with the purchase of their home and auto policy You will manage and build customer relationships and meet insurance sales targets Follow up on all client accounts to resolve...

  • Client Advisor

    2 weeks ago

    Lake Simcoe North Shore (Coldwater), Canada RBC Full time

    Job SummaryJob Description What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Client Advisor

    7 days ago

    Niagara-on-the-lake,Ontario, Canada RBC - Royal Bank Full time

    What is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help...