Mobile Client Service Representative - Edm West Pointe Advisory Ctr

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

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).

About

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 Wednesday evening & Saturday shifts on a rotating basis
• This role is based out of the Edmonton West Pointe Advisory Ctr branch, but on occasion may be required to travel to neighbouring branches.
• This position will be scheduled to work at multiple locations (Edmonton The Grange, Spruce Grove, Stony Plain) that are different from your primary work location to cover absences and/or where required for business reasons. This role is fully in-person at a variety of locations; with a regular commitment to have you operate from your home branch for coaching, connection and learning opportunities.

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.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

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.