Banking Client Advocate - Personal Finance Solutions

ATB; Calgary; On-site; CAD 38,000 - 52,000; Full time

Job summary

ATB Financial is seeking a Client Service Representative at the Calgary Forest Lawn branch. You will welcome clients, assess their financial needs, offer solutions, and connect them with the right resources in a friendly, efficient manner.

This unionized role includes Saturday shifts on a rotating basis and may require travel to neighboring branches. We value diverse backgrounds and strive to create an inclusive workplace aligned with ATB's commitments.

Qualifications

• Grade 12 graduate (post-secondary business courses an asset).
• Strong numerical aptitude.
• Proven customer service and/or sales experience.
• Familiarity with personal lending services and products is a plus.
• Preference given to candidates with previous banking experience.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals, providing tailored solutions and guidance.
• Skillfully introduce and educate clients on our digital banking tools and platforms, empowering them to manage their finances with ease.
• 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.
• Actively participate in team meetings, share insights, and contribute to a positive work environment.

Education

Grade 12

Post-secondary business courses

Job description

ATB Financial is seeking a Client Service Representative at the Calgary Forest Lawn branch. You will welcome clients, assess their financial needs, offer solutions, and connect them with the right resources in a friendly, efficient manner.

This unionized role includes Saturday shifts on a rotating basis and may require travel to neighboring branches. We value diverse backgrounds and strive to create an inclusive workplace aligned with ATB's commitments.