Client Service Specialist – Banking & Digital Tools

ATB Financial; Lethbridge; On-site; CAD 42,000 - 52,000; Full time

Job summary

ATB Financial in Lethbridge (Paramount branch) seeks a Client Service Representative to welcome clients, understand their financial needs, and connect them with personalized solutions. The role involves guiding customers to digital tools and maintaining high service standards.

This is a unionized, internal posting with Saturday shifts on rotation; travel to nearby branches may be required. Strong customer focus and banking familiarity are valued for success in this position.

Qualifications

• Flexibility and collaborative mindset.
• Adaptability to change and good decision-making.
• Proven customer service and/or sales experience.
• Familiarity with personal lending is a plus.
• Preference given to candidates with previous banking experience.

Responsibilities

• Proactively assist clients with their financial needs and provide tailored solutions.
• Educate clients on digital banking tools and platforms.
• Collaborate with internal teams to ensure smooth operations.
• Process transactions accurately and safeguard branch assets.
• Participate in team meetings and contribute to a positive work environment.

Skills

Flexible teamwork

Adaptability

Customer focus

Sales experience

Banking knowledge

Education

Grade 12 graduate

Job description

ATB Financial in Lethbridge (Paramount branch) seeks a Client Service Representative to welcome clients, understand their financial needs, and connect them with personalized solutions. The role involves guiding customers to digital tools and maintaining high service standards.

This is a unionized, internal posting with Saturday shifts on rotation; travel to nearby branches may be required. Strong customer focus and banking familiarity are valued for success in this position.