Client Service Representative - Beaverlodge

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

Job summary

ATB Financial is seeking a Client Service Representative to greet clients and deliver essential banking services with a friendly, personalized approach. You will build relationships, assess financial needs, and connect customers with the right resources across Beaverlodge and nearby branches.

This role emphasizes customer care, collaboration with colleagues, and contributing to a high-performance, inclusive workplace culture within a unionized environment.

Qualifications

• Proven customer service and/or sales experience.
• Grade 12 graduate; post-secondary business courses an asset.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals.
• Introduce and educate clients on digital banking tools and platforms.
• Collaborate with internal teams to ensure seamless operations and resolve client issues.
• Adhere to policies and regulations, processing transactions accurately and safeguarding assets.
• Contribute to a positive team environment and participate in meetings.

Skills

Customer service

Sales experience

Team player

Problem-solving

Numerical aptitude

Education

Grade 12

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

• Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
• Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
• Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable manner, and building meaningful relationships with our clients. You'll take the time to understand their financial needs, offer personalized solutions, and connect them with the right resources. You'll be a key part of a dynamic team, ensuring every client interaction is positive, efficient, and leaves them feeling valued.

Additional Information

• This is a unionized role
• This role may be required to work at both Beaverlodge and Hythe branches. The team member will be required to provide their own transportation to both locations
• This role is based out of the Beaverlodge branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

• Proactively engage with clients to understand their unique financial needs and goals, providing tailored solutions and guidance.
• Skillfully introduce and educate clients on our digital banking tools and platforms, empowering them to manage their finances with ease.
• Collaborate with internal teams to ensure seamless operations and resolve client issues efficiently.
• Adhere to best practices, policies, and regulations, accurately processing transactions and maintaining the security of branch assets.
• Actively participate in team meetings, share insights, and contribute to a positive work environment.

Skills, experience & requirements

• Flexible and collaborative team player with a passion for helping others.
• Adaptable to change, with strong decision‑making and problem‑solving skills.
• Grade 12 graduate (post‑secondary business courses an asset) and strong numerical aptitude.
• Proven customer service and/or sales experience.
• Familiarity with personal lending services and products is a plus.
• Preference given to candidates with previous banking experience.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believeyour skillsandexperiencealignwiththerole—butyoumightnotcheckalltheboxes,wewanttohearfromyou.Weencouragecandidatesfromallworkbackgrounds, equity‑seekingcommunitiesandexperiencelevelstoapply.Ifyou’reseekingacareerwhereyourdrive,perspectiveandgrowtharecelebrated,wewanttohearfromyou.

We’rededicatedtobuildingaworkforcereflectiveofthosewithinourcommunities,andaculturewhereourteammembersareequippedwithwhattheyneedtosucceed—theirway.PartofcreatinganinclusiveworkplaceisrecognizingourroleinadvancingTruthandReconciliation.WearecommittedtomeetingandexceedingthestandardssetoutinthePartnershipAccreditationinIndigenousRelationsprogramcreatedbytheCanadianCouncil forAboriginalBusiness.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check outourHow We Hirepage to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.