In-Branch Client Service Specialist

ATB; Edmonton; On-site; CAD 38,000 - 54,000; Full time

Job summary

ATB Financial in Edmonton is seeking a Client Service Representative who will welcome clients and provide essential banking services with a friendly, approachable manner.

You will assess financial needs, offer personalized solutions, and connect customers with the right resources while working with a dynamic local team. This in-person role may require travel between branches and shifts with a strong emphasis on service excellence.

Qualifications

• Grade 12 graduate (post-secondary business courses an asset).
• 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.

Responsibilities

• Proactively engage with clients to understand their financial needs and goals, providing tailored solutions.
• 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.

Job description

ATB Financial in Edmonton is seeking a Client Service Representative who will welcome clients and provide essential banking services with a friendly, approachable manner.

You will assess financial needs, offer personalized solutions, and connect customers with the right resources while working with a dynamic local team. This in-person role may require travel between branches and shifts with a strong emphasis on service excellence.