Client Service Representative - Calgary Eighth Avenue Place

ATB; Calgary; On-site; CAD 42,000 - 54,000; Full time

Job summary

ATB Financial in Calgary is seeking a Client Service Representative to be the welcoming face of the bank, delivering essential banking services in a friendly, approachable manner while building meaningful client relationships.

You’ll take time to understand financial needs, offer personalized solutions, introduce digital tools, process transactions accurately, and collaborate with internal teams to ensure efficient branch operations.

Qualifications

• Previous customer service or sales experience is required.
• Strong numerical aptitude and accuracy in handling transactions.
• Ability to learn digital banking tools and platforms.
• Preference for candidates with prior banking experience.
• Grade 12 graduate; post-secondary business courses are an asset.

Responsibilities

• Greet clients and deliver friendly, personalized service.
• Promote and explain digital banking tools to clients.
• Process transactions accurately and securely.
• Collaborate with team to ensure smooth branch operations.
• Uphold policies and regulatory requirements.

Skills

Customer service

Sales

Numerical aptitude

Team player

Adaptability

Problem solving

Banking knowledge

Education

Grade 12

Business courses

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 is based out of the Eighth Avenue Place 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.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.