Client Banking Advisor

ATB

Killam

On-site

CAD 38,000 - 52,000

Full time

9 days ago

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Job summary

ATB Financial is hiring a Client Service Representative to welcome clients, assess their financial needs, and offer personalized banking solutions. You will connect customers with the right resources and help them use digital banking tools, while supporting a dynamic team in a friendly, service-oriented environment.

The role is unionized and requires working at multiple branches (Killam and Forestburg); some travel between locations may be needed, with transportation responsibilities for the

Qualifications

  • Grade 12 graduate; post-secondary business courses an asset.
  • Strong numerical aptitude.
  • Proven customer service and/or sales experience.
  • Preference given to candidates with banking experience.

Responsibilities

  • Proactively engage clients to understand financial needs and offer tailored solutions.
  • Educate clients on digital banking tools and platforms.
  • Collaborate with internal teams to ensure smooth operations and resolve issues.
  • Adhere to policies and regulations, process transactions securely.
  • Participate in team meetings and contribute to a positive work environment.

Skills

Customer service
Sales experience
Banking experience
Team player
Problem solving

Education

Grade 12
Post-secondary business courses

Job description

ATB Financial is hiring a Client Service Representative to welcome clients, assess their financial needs, and offer personalized banking solutions. You will connect customers with the right resources and help them use digital banking tools, while supporting a dynamic team in a friendly, service-oriented environment.

The role is unionized and requires working at multiple branches (Killam and Forestburg); some travel between locations may be needed, with transportation responsibilities for the

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