Client Service Specialist – Banking & Digital Tools

ATB Financial; Sherwood Park; On-site; CAD 38,000 - 46,000; Full time

Benefits offered by this job

Unionized role

Temporary 12 months

Job summary

ATB Financial in Sherwood Park seeks a Client Service Representative to warmly welcome clients, assess their financial needs, and connect them with the right banking resources. You’ll build relationships, promote services, and ensure every interaction is positive and efficient.

The role emphasizes flexible collaboration, strong numerical skills, and a commitment to exceptional service. Unionized, 12-month temporary position with rotating shifts, based at Lakeland Ridge with occasional branch

Qualifications

• Grade 12 graduate, post-secondary business courses are 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.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals, offering tailored solutions.
• 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 maintaining branch security.
• Participate in team meetings and contribute to a positive work environment.

Skills

Customer service

Sales experience

Team player

Numerical aptitude

Adaptable

Problem-solving

Education

Grade 12

Post-secondary business courses

Tools

Digital banking tools

Job description

ATB Financial in Sherwood Park seeks a Client Service Representative to warmly welcome clients, assess their financial needs, and connect them with the right banking resources. You’ll build relationships, promote services, and ensure every interaction is positive and efficient.

The role emphasizes flexible collaboration, strong numerical skills, and a commitment to exceptional service. Unionized, 12-month temporary position with rotating shifts, based at Lakeland Ridge with occasional branch