Client Services Representative - Calgary West Springs

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

Job summary

ATB Financial in Calgary seeks a Client Service Representative to greet clients, assess needs, and provide tailored banking solutions. You will introduce digital tools, process transactions accurately, and promote financial products in a friendly, respectful manner.

This unionized, on-site role requires Saturday shifts on a rotating basis and may involve travel to nearby branches. The ideal candidate has Grade 12 and strong numeracy, with customer service or sales experience and a welcoming

Qualifications

• 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 and strong numerical aptitude; business courses are an asset.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals.
• Introduce and educate clients on digital banking tools and platforms.
• Collaborate with internal teams to ensure seamless operations and resolve issues.
• Process transactions accurately and maintain branch asset security.
• Participate in team meetings and contribute to a positive work environment.

Skills

Customer service

Sales experience

Numerical aptitude

Banking experience

Team player

Adaptable to change

Decision making

Problem solving

Personal lending knowledge

Education

Grade 12

Post-secondary 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 requires Saturday shifts on a rotating basis.
• This role is based out of the Calgary West Springs 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 encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply.

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.