Client Service Specialist - Banking & Digital Tools Advocate

ATB; Killam, Village of Forestburg; On-site; CAD 42,000 - 54,000; Full time

Job summary

ATB Financial is seeking a Client Service Representative to welcome clients, understand their financial needs, and offer personalized banking solutions. You will connect customers with the right resources, support digital banking tools, and contribute to a positive, efficient client experience.

The role requires flexibility to work at multiple branch locations and travel as needed, with a strong emphasis on customer service and community relations. Join a team that values inclusion and growth.

Qualifications

• Flexible and collaborative team player.
• Adaptable to change with strong problem-solving.
• Grade 12 graduate; post-secondary business coursework is 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 unique financial needs and goals, providing tailored solutions and guidance.
• 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

Team player

Adaptability

Customer service

Banking experience preferred

Lending knowledge a plus

Education

Grade 12

Post-secondary business courses

Job description

ATB Financial is seeking a Client Service Representative to welcome clients, understand their financial needs, and offer personalized banking solutions. You will connect customers with the right resources, support digital banking tools, and contribute to a positive, efficient client experience.

The role requires flexibility to work at multiple branch locations and travel as needed, with a strong emphasis on customer service and community relations. Join a team that values inclusion and growth.