Client Service & Banking Solutions Advisor

ATB; Beaverlodge; On-site; CAD 38,000 - 52,000; Full time

Job summary

ATB Financial is seeking a Client Service Representative to welcome clients, understand their financial needs, and guide them to the right banking solutions. You’ll deliver friendly, accurate service and build lasting relationships in a supportive, community-focused branch environment.

You’ll educate customers on digital banking and partner with teams to ensure smooth operations. The role emphasizes accuracy, compliance, and excellent customer care across Beaverlodge and Hythe branches.

Qualifications

• Grade 12 diploma required; post-secondary business courses are an asset.
• Experience in customer service and/or sales.
• Familiarity with personal lending products is a plus.
• Preference given to candidates with banking experience.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals, offering tailored solutions.
• Educate clients on digital banking tools and platforms to empower self-management.
• Collaborate with internal teams to ensure seamless operations and resolve client issues.
• Adhere to policies and regulations, processing transactions securely and protecting branch assets.
• Participate in team meetings, share insights, and contribute to a positive work environment.

Skills

Customer service

Sales experience

Banking experience

Team player

Problem-solving

Numerical aptitude

Education

Grade 12 diploma

Post-secondary business courses

Job description

ATB Financial is seeking a Client Service Representative to welcome clients, understand their financial needs, and guide them to the right banking solutions. You’ll deliver friendly, accurate service and build lasting relationships in a supportive, community-focused branch environment.

You’ll educate customers on digital banking and partner with teams to ensure smooth operations. The role emphasizes accuracy, compliance, and excellent customer care across Beaverlodge and Hythe branches.