Client Service Advisor – Banking & Finances

ATB; Calgary; On-site; CAD 42,000 - 56,000; Full time

Job summary

ATB Financial in Alberta is seeking a Client Service Representative to welcome clients, understand their financial needs, and offer personalized solutions. You will connect customers with the right resources and help them navigate our services with a friendly, proactive approach.

This unionized, on-site role at the La Crete branch emphasizes accurate transaction processing, security of assets, and collaboration with teammates to provide exceptional service to clients and communities.

Qualifications

• Grade 12 graduate with numerical aptitude.
• Proven customer service and/or sales experience.
• Flexible, collaborative team player.
• Familiarity with personal lending services is a plus.
• Banking experience preferred.

Responsibilities

• Understand clients' financial needs and provide tailored solutions.
• Educate clients on digital banking tools and platforms.
• Collaborate with internal teams to ensure seamless operations.
• Process transactions accurately and safeguard branch assets.
• Participate in team meetings and contribute to a positive environment.

Skills

Customer service

Sales experience

Numerical aptitude

Banking experience

Adaptable to change

Team player

Education

Grade 12

Post-secondary business courses

Job description

ATB Financial in Alberta is seeking a Client Service Representative to welcome clients, understand their financial needs, and offer personalized solutions. You will connect customers with the right resources and help them navigate our services with a friendly, proactive approach.

This unionized, on-site role at the La Crete branch emphasizes accurate transaction processing, security of assets, and collaboration with teammates to provide exceptional service to clients and communities.