Client Service Specialist

Position: ATB Financial Client Service Specialist
Join ATB Financial in Calgary as a Client Service Specialist, focusing on client engagement and personalized banking services. Help clients navigate their financial journeys with expertise.

The Calgary Sunridge branch seeks a dedicated Client Service Specialist to build meaningful client relationships. You will proactively assess clients' unique financial needs and provide tailored banking solutions. Additionally, you'll educate clients about digital banking resources, ensuring their confidence in managing finances while working effectively within your team.

Key Responsibilities:

• Engage clients to understand their financial goals closely

• Educate clients on our suite of digital banking tools

• Work alongside teams to resolve client service issues

• Process transactions with a focus on security and compliance

• Participate actively in team meetings to share insights

Requirements:

• Grade 12 education with business courses preferred

• Experience in customer service or sales fields

• Strong decision-making and problem-solving abilities

• Familiarity with personal lending is beneficial

• Preference for candidates with banking experience

Elevate client experiences with tailored banking solutions and dedication as part of ATB Financial's culture.
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