In-Person Banking Client Service Specialist

ATB Financial; Edmonton; On-site; CAD 42,000 - 54,000; Full time

Job summary

ATB Financial is hiring a Client Service Representative to greet clients, understand their financial needs, and connect them with the right resources. You’ll provide friendly, efficient service and help customers navigate our digital banking tools.

Based in Edmonton, this in-person role may travel to nearby branches (The Grange, Spruce Grove, Stony Plain) and requires Wednesday evenings and Saturday shifts on a rotating basis. Experience in banking is preferred.

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 (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.

Responsibilities

• 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

Flexible and collaborative

Adaptable to change

Strong numerical aptitude

Proven customer service / sales

Personal lending knowledge

Banking experience preferred

Education

Grade 12 graduate

Job description

ATB Financial is hiring a Client Service Representative to greet clients, understand their financial needs, and connect them with the right resources. You’ll provide friendly, efficient service and help customers navigate our digital banking tools.

Based in Edmonton, this in-person role may travel to nearby branches (The Grange, Spruce Grove, Stony Plain) and requires Wednesday evenings and Saturday shifts on a rotating basis. Experience in banking is preferred.