Banking Client Advocate — Personalized Financial Solutions

ATB; Edmonton; On-site; CAD 38,000 - 46,000; Full time

Job summary

ATB Financial in Edmonton looks for a Client Service Representative who welcomes clients and provides essential banking services with a friendly, approachable manner. You’ll understand their financial needs, offer personalized solutions, and connect them with the right resources as part of a dynamic team.

You’ll engage with clients, promote digital tools, and contribute to a positive, efficient service culture. This role includes rotating shifts and a commitment to superior customer experience.

Qualifications

• Flexible and collaborative team player with a passion for helping others.
• Adaptable to change with strong decision-making and problem-solving skills.
• Grade 12 graduate; post-secondary business courses are an asset.
• Proven customer service and/or sales experience.
• Familiarity with personal lending services and products is a plus.
• Preference given to candidates with banking experience.

Responsibilities

• Proactively engage with clients to understand financial needs and goals, offering tailored solutions.
• Educate clients on digital banking tools and platforms for self-service.
• Collaborate with internal teams to ensure seamless operations and resolve issues.
• Process transactions accurately and maintain branch asset security.
• Participate in team meetings and contribute to a positive work environment.

Skills

Customer service

Sales experience

Team player

Problem solving

Adaptability

Education

Grade 12 diploma

Post-secondary business courses asset

Job description

ATB Financial in Edmonton looks for a Client Service Representative who welcomes clients and provides essential banking services with a friendly, approachable manner. You’ll understand their financial needs, offer personalized solutions, and connect them with the right resources as part of a dynamic team.

You’ll engage with clients, promote digital tools, and contribute to a positive, efficient service culture. This role includes rotating shifts and a commitment to superior customer experience.