Financial Services Representative

1 week ago


Edmonton, Alberta, Canada ATB Financial Full time
Company Overview:
ATB Financial is a leader in the Canadian banking industry, committed to delivering exceptional client experiences through its values of Impact in Action, Thrive Together, and Ready for Tomorrow. Our team members are empowered to make a positive impact in the lives of our clients and communities.

About the Role:
We are seeking a skilled Financial Services Representative to join our team. As an Everyday Banking Advisor 2, you will be responsible for providing human-centred advice and assistance to ATB clients, building sustainable deep relationships and trust with clients through open and interactive communication. You will also be confident in utilizing multiple digital tools and products available in ATB's digital ecosystem to provide an enhanced client experience.

Key Responsibilities:
- Spend 80% or more of your day providing financial guidance and support to ATB clients.
- Build strong relationships with clients by actively listening to their needs and concerns.
- Utilize digital tools and products to enhance the client experience and meet their financial goals.

Requirements:
- 5+ years of client service experience
- 1-3 years of relevant experience in the retail banking industry
- Experience with lending products (loans, credit cards, etc.) would be an asset*
- Post Secondary degree/diploma in finance, business administration, or a related field

*If you don't yet have experience in a lending or financial services role, consider applying for our Everyday Banking Advisor 1 opportunities. We offer training to get to the Everyday Banking Advisor 2 and 3 levels.

What We Offer:
- A dynamic work environment that encourages collaboration and growth.
- Opportunities for professional development and career advancement.
- A comprehensive benefits package, including health and wellness programs.

How to Apply:
If you are shortlisted, you'll hear from us after the posting closes. Check out our website to learn more about our hiring process.

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