Everyday Banking Advisor - Fort Macleod

About the Role

The Everyday Banking Advisor delivers personalized banking advice and builds lasting relationships with retail clients, driving sales of personal banking products and coordinating with cross‑functional teams to meet client needs.

Additional Information

• This role is based out of the Fort Macleod branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

• Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. Match clients with the right products and elevate complex needs to senior team members.
• Drive Sales with Purpose: Guide retail personal and business clients toward the best savings, investment, and lending products for their short‑term and long‑term goals, including registered and non‑registered investments, credit cards, and less complex lending options.
• Connect and Collaborate: Identify referral opportun...