Client Service Representative - Red Deer Southpointe

ATB Financial; Red Deer; On-site; CAD 38,000 - 48,000; Full time

Job summary

ATB Financial in Red Deer is seeking a Client Service Representative to welcome clients, assess their financial needs, and offer personalized solutions. You will connect clients with the right resources and help them manage their banking with care and efficiency.

Based at the Red Deer SouthPointe branch, this role may require occasional travel to nearby branches. Experience in banking and customer service will be valuable as you help clients with personal lending and everyday banking needs.

Qualifications

• Grade 12 graduate (post-secondary business courses an asset).
• 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.
• Flexible and collaborative team player with a passion for helping others.
• Adaptable to change, with strong decision-making and problem-solving skills.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals, providing tailored solutions.
• Introduce and educate clients on digital banking tools and platforms to empower self-service.
• Collaborate with internal teams to ensure seamless operations and resolve client issues.
• Adhere to policies and regulations, accurately processing transactions and maintaining security.
• Participate in team meetings and contribute to a positive work environment.

Skills

Customer service

Sales experience

Numerical aptitude

Adaptable to change

Team player

Banking knowledge

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 is based out of the Red Deer SouthPointe 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 believe your skills and experience align with the role - but you might not check all the boxes, we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

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.