Client Banking Solutions Advisor

ATB; Town of Manning; On-site; CAD 42,000 - 52,000; Full time

Job summary

ATB Financial, based in Alberta, Canada, is seeking a Client Service Representative at the Manning branch. You will welcome clients, assess financial needs, and guide them toward suitable banking solutions.

The role emphasizes building relationships and delivering excellent service. You will educate customers on ATB's digital banking tools, support day-to-day operations, and work within a team to ensure accurate processing and secure handling of transactions.

Qualifications

• Must have Grade 12 or equivalent.
• Strong numerical aptitude.
• Proven customer service or sales experience.
• Familiarity with personal lending is a plus.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals, providing tailored solutions.
• Educate clients on digital banking tools and platforms, helping them manage their finances.
• Collaborate with internal teams to ensure seamless operations and resolve client issues.
• Adhere to best practices, policies, and regulations, process transactions accurately and protect branch assets.
• Participate in team meetings and contribute to a positive work environment.

Skills

Customer service

Sales experience

Numerical aptitude

Adaptable

Team player

Education

Grade 12

Post-secondary business courses

Job description

ATB Financial, based in Alberta, Canada, is seeking a Client Service Representative at the Manning branch. You will welcome clients, assess financial needs, and guide them toward suitable banking solutions.

The role emphasizes building relationships and delivering excellent service. You will educate customers on ATB's digital banking tools, support day-to-day operations, and work within a team to ensure accurate processing and secure handling of transactions.