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Everyday Banking Advisor (2166)

ATB Financial

This is a Contract position in Greater Montreal Metropolitan Area, QC posted July 16, 2021.

Description Listening to Albertans.

Going deeper to understand who they are and where they’re going.

Translating the complex world of banking and investing into brilliantly simple solutions.

Through all this, we believe we can create happiness.

This is the ATB way.

Job Number: REQ2166 Location: Calgary Forest Lawn Branch Apply by: July 15, 2021 Paygrade: F-PFS 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 Educate customers and fulfil in self serve banking options and assist clients with external applications.

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 highly talented people can readily transfer their skills.

If you believe your skills and experience are transferable, please consider putting your name in the running.

Online applications are preferred.

Please let us know if you require any accommodations.

Benefits Purpose.




Rewards… learn about our perks and benefits.

A Little About ATB We are Alberta’s largest, home grown financial institution and for the last 80 years, we’ve transformed people’s understanding of what banking can–and should–make possible.

Today, 5,500 ATB team members embrace a growth mindset in order to help bring ATB’s story to life, delivering happiness to our customers and team members alike.

It’s why we’re also a highly sought after, award-winning employer.

The best part is, we’re just getting started.

Join us, and create happiness.

To learn more about atb, visit

What happens next?

If you make the shortlist for this role, you will hear from us within 10 business days of the posting close date.

We will also keep your application on file for future roles that you may wish to consider.

We are also an equal opportunity employer.

Find out more about what to expect when applying.

If your application is shortlisted, we might ask you to participate in a digital interview.

Stay in touch ATB is happy 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.