Banking Services Advisor

ATB Financial; Calgary; On-site; CAD 42,000 - 54,000; Full time

Job summary

ATB Financial is seeking a Client Service Representative to join our Calgary team. You’ll greet clients, assess their financial needs, and provide tailored banking solutions in a friendly, efficient manner.

You’ll guide customers through digital tools and connect them with the right resources, contributing to a high‑quality customer experience. Based at our Calgary Eighth Avenue Place branch, this unionized role may require occasional travel to nearby branches.

Qualifications

• Flexible and collaborative team player with a passion for helping others.
• Adaptable to change, with strong decision-making and problem-solving skills.

Responsibilities

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

Skills

Team player

Adaptable

Grade 12

Customer service

Banking knowledge

Education

Grade 12 graduate

Job description

ATB Financial is seeking a Client Service Representative to join our Calgary team. You’ll greet clients, assess their financial needs, and provide tailored banking solutions in a friendly, efficient manner.

You’ll guide customers through digital tools and connect them with the right resources, contributing to a high‑quality customer experience. Based at our Calgary Eighth Avenue Place branch, this unionized role may require occasional travel to nearby branches.