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: REQ4025
Department: Everyday Financial Services (EFS)
Location: Killam, AB
Apply by: May 31, 2022
Paygrade: G or H-PFS (PBS Level I or II, depending on skills/experience)
Is this a Union Position: No
Leader: Joely Spady, Branch Manager
As ATB’s next Personal Banking Specialist, your purpose is to build relationships with new and existing clients by having conversations to fully understand their needs, and connecting them with the right solutions to help them reach their goals. You elevate the client experience by introducing them to partners, and educating them on our mobile and online resources.
Personal Banking Specialist Accountabilities:
You meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan.
You take time to ensure clients understand their accounts, products, and other information you have provided in relation to their situation.
You provide the client with access to self service options, set them up on digital platforms whenever possible, and serve them through the channel of their choice.
You keep your commitments with customers, and set clear priorities and realistic timeframes that are consistent with work requirements.
You understand annual business targets and metrics for the branch, Everyday Financial Services (EFS) & ATB.
You assist in the daily operation, administration and team activities of the branch.
You are an expert in the features and benefits of ATB products and solutions, and may have land-secured lending capability.
Requirements
Attributes:
You are friendly and inquisitive, utilizing your exceptional interpersonal skills to establish and maintain customer relationships, and proactively connect with partners inside and outside the organization.
You are a tenacious problem-solver who utilizes data-driven analysis and decision making, and a customer-oriented approach.
You are a fluent communicator who can simplify messaging, and adapt communication style and methods to best suit your audience (verbal, written & digital).
You are a team player, who demonstrates flexibility, cooperation and a demonstrated willingness to support your fellow team members.
You understand the importance of attention to detail and follow through, and maintain a high level of both at all times.
You are committed to self-improvement.
You have expert knowledge of banking practices and regulations.
Accreditation:
Post Secondary degree/diploma in finance, business administration, or a related field.
1 - 4 years of relevant experience and/or certification in a related field of study.
5+ years of customer service experience
Land secured lending experience is an asset
At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are a match for this position, please consider applying.
Benefits
Be great. Be you. Believe.
We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.
What happens next?
Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.
All ATB Financial team members are required to disclose their vaccination status and provide proof of vaccination as a condition of employment to help support client and team member safety.
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.