Client Service Representative

About the role

As a Client Service Representative at ATB Financial, you will serve as the welcoming face of ATB, providing essential banking services in a friendly and approachable manner, and building meaningful relationships with clients. You will take the time to understand clients’ financial needs, offer personalized solutions, and connect them with the right resources. This role is key to ensuring every client interaction is positive, efficient, and leaves them feeling valued.

• This is a unionized role.
• Saturday shifts on a rotating basis.
• Required to work at both Airdrie Main and Airdrie Kingsview branches. Team member must provide own transportation to both locations.

• Proactively engage with clients to understand their unique financial needs and goals, providing tailored solutions and guidance.
• Skillfully introduce and educate clients on digital banking tools and platforms, empowering them to manage 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.

• 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. ATB is committed to an inclusive workforce reflective of communities, and we are committed to meeting standards set out in the Partnership Accreditation in Indigenous Relations program.