Personal Banking Specialist I

7 days 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: REQ4808

Department: Everyday Financial Services (EFS)

Location: Edmonton, AB

Paygrade: G or H-PFS (PBS Level I or II, depending on lending skills/experience)

Is this a Union Position: No

Leader: Nhan Nguyen and Brian Chan, Branch Manager

**This role requires evening & Saturday shifts on a rotating basis**

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

**As ATB’s next Personal Banking Specialist, **you understand what client-centricity is. When our client's enter the branch, you put them at the centre of everything you do. You take ownership of delivering truly remarkable experiences that set ATB apart in our client's heart and mind. You are an effective team member providing outstanding experience directly to all clients in line with the strategy, service standards, vision and values of Everyday Financial Services. In a world where clients increasingly choose the values of a company over the value of what they buy, this will ensure they choose ATB.

As a Personal Banking Specialist, you:

- Spend 80% or more of your day providing human-centred advice and assistance to ATB clients.
- Are intellectually hungry and curious to seek out information that you can then use to provide advice to the client, so the client has what is necessary to make informed decisions.
- Build sustainable deep relationships and trust with clients through open and interactive communication.
- Are professional, responsive and effective at establishing a positive rapport with our clients each and every time.
- Effectively translate information by using the right methods/tools on policies and processes when providing advice to our clients.
- Confidently utilize multiple digital tools and products available in ATB’s digital ecosystem to provide an enhanced client experience.

**Requirements**:

- Experience in either non-land secured &/or land secured lending*
- Post Secondary degree/diploma in finance, business administration, or a related field.
- 3-5 years of relevant experience in the retail banking industry
- 5+ years of client service experience

**At ATB, we know that as you develop in your career, you gain many transferable skill**s**. 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 scoop on what our team is up to.



  • 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...


  • Edmonton, Canada ATB Financial Services - Century Park Agency, Edmonton South Full time

    As a Personal Banking Specialist, you are the face, character and heart of our branches. ATB Century Park is a privately operated agency branch where we put our customers first, and our priority is to help them achieve their financial goals. Our Personal Banking Specialists are people-centric and connect with customers in a relatable way. As an essential...


  • Edmonton, Canada BMO Financial Group Full time

    82nd Ave & 83rd St, #102 Edmonton Alberta,T6C 4E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Edmonton, Canada BMO Financial Group Full time

    11331 104th Ave Edmonton Alberta,T5K 2S1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    10175 101 St NW Edmonton Alberta,T5J 0H3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    3003 137th Avenue NW Edmonton Alberta,T5A 5G8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    6220 199th Street NW Edmonton Alberta,T5T 2K4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    8916 149 Street Edmonton Alberta,T5R 1B8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    6220 199th Street NW Edmonton Alberta,T5T 2K4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    13370 114th Ave Edmonton Alberta,T5M 4B7 This position requires availability to work any time during branch hours. Mutual Funds licensing (IFIC/CSC) is required. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers....


  • Edmonton, Canada BMO Financial Group Full time

    6833 170th Street Edmonton Alberta,T5T 4W4 This is a part time position with a guarantee of 26.25 hours Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various...


  • Edmonton, Canada BMO Financial Group Full time

    5503 23rd Avenue Edmonton Alberta,T6L 7B9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    8211 104th Street NW Edmonton Alberta,T6E 4E7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    10803 23rd Avenue Edmonton Alberta,T6J 7B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    11104 Ellerslie Road SW Edmonton Alberta,T6W 1A2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Edmonton, Canada BMO Financial Group Full time

    11104 Ellerslie Road SW Edmonton Alberta,T6W 1A2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Edmonton, Canada BMO Financial Group Full time

    137th Avenue & 66th Street Edmonton Alberta,T5C 3C8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Edmonton, Canada BMO Financial Group Full time

    16903 127 St NW Edmonton Alberta,T6V 0T1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    14203 23rd Avenue Edmonton Alberta,T6R 3E7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Edmonton, Canada BMO Financial Group Full time

    12240 137th Avenue Edmonton Alberta,T5L 4Y4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...