Client Service Pro — Banking & Personal Finance Help

ATB; Town of Crossfield; On-site; CAD 25,000 - 30,000; Full time

Job summary

ATB Financial is seeking a Client Service Representative in Alberta. You will be the welcoming face, delivering essential banking services with warmth and professionalism, and building meaningful client relationships.

You will assess financial needs, guide customers to solutions, and help them navigate digital tools while maintaining security and compliance. This temporary 6-month role emphasizes teamwork, accuracy, and client-centric service.

Qualifications

• Experience in customer service or sales within financial services is preferred.
• Strong numerical aptitude for handling transactions.
• Flexible and collaborative team player.
• Adaptable to change with good decision-making skills.

Responsibilities

• Proactively engage with clients to understand their financial needs.
• Educate clients on digital banking tools and platforms.
• Collaborate with internal teams to ensure smooth operations.
• Process transactions accurately and maintain branch asset security.
• Participate in team meetings and contribute to a positive work environment.

Skills

Customer service

Sales experience

Team player

Adaptability

Numerical aptitude

Decision-making

Education

Grade 12

Post-secondary business courses an asset

Job description

ATB Financial is seeking a Client Service Representative in Alberta. You will be the welcoming face, delivering essential banking services with warmth and professionalism, and building meaningful client relationships.

You will assess financial needs, guide customers to solutions, and help them navigate digital tools while maintaining security and compliance. This temporary 6-month role emphasizes teamwork, accuracy, and client-centric service.