Banking Client Advocate & Solutions Specialist

ATB; Calgary; On-site; CAD 34,000 - 42,000; Full time

Job summary

ATB Financial is seeking a Client Service Representative in Alberta to be the welcoming face of our branches, delivering essential banking services in a friendly, approachable manner while building meaningful client relationships.

You will understand clients' financial needs, offer personalized solutions, and connect them with the right resources, collaborating with internal teams to ensure smooth operations.

Qualifications

• Experience in customer service or sales and a strong focus on client needs.
• Ability to understand financial products and guide clients appropriately.
• Comfort using digital banking tools and platforms.
• Flexibility to travel between Lamont and Andrew branches as required.

Responsibilities

• Proactively engage with clients to understand their unique financial needs and goals, providing tailored solutions.
• Educate clients on our digital banking tools and platforms.
• Collaborate with internal teams to ensure seamless operations and resolve client issues.
• Adhere to policies and regulations, accurately processing transactions and maintaining security.
• Participate in team meetings and contribute to a positive work environment.

Skills

Customer service

Sales experience

Strong numerical aptitude

Adaptable to change

Decision-making

Problem-solving

Education

Grade 12 graduate

Post-secondary business courses

Tools

Digital banking tools

Job description

ATB Financial is seeking a Client Service Representative in Alberta to be the welcoming face of our branches, delivering essential banking services in a friendly, approachable manner while building meaningful client relationships.

You will understand clients' financial needs, offer personalized solutions, and connect them with the right resources, collaborating with internal teams to ensure smooth operations.