Banking Client Advocate

ATB; La Crete; On-site; CAD 40,000 - 56,000; Full time

Job summary

ATB Financial in La Crete, AB is seeking a Client Service Representative to greet clients and provide essential banking services with a friendly, proactive approach. You will understand client needs, offer suitable financial solutions, and connect customers with the right resources.

You will educate clients on digital banking tools, collaborate with colleagues to maintain smooth operations, and ensure accurate transaction handling in a supportive, inclusive environment.

Qualifications

• Grade 12 diploma and numerical aptitude required.
• Proven customer service and/or sales experience.
• Familiarity with personal lending products is a plus.

Responsibilities

• Proactively engage with clients to understand their unique financial needs and goals, providing tailored solutions and guidance.
• Introduce and educate clients on digital banking tools and platforms, empowering them to manage their finances.
• Collaborate with internal teams to ensure seamless operations and resolve client issues efficiently.
• Adhere to best practices, policies, and regulations, accurately processing transactions and maintaining the security of branch assets.
• Participate in team meetings, share insights, and contribute to a positive work environment.

Skills

Customer service

Sales experience

Numerical aptitude

Team player

Adaptable to change

Education

Grade 12 diploma

Post-secondary business courses

Job description

ATB Financial in La Crete, AB is seeking a Client Service Representative to greet clients and provide essential banking services with a friendly, proactive approach. You will understand client needs, offer suitable financial solutions, and connect customers with the right resources.

You will educate clients on digital banking tools, collaborate with colleagues to maintain smooth operations, and ensure accurate transaction handling in a supportive, inclusive environment.