Client Service Representative Banking

Serve ATB clients in Stony Plain through personalized banking guidance, digital tools, and accurate transaction processing within a unionized branch role.

As a Client Service Representative at ATB Financial, you provide essential banking services while building meaningful client relationships. You understand financial needs, offer tailored solutions, and connect clients with appropriate resources. The position emphasizes customer service, numerical aptitude, collaboration, and problem-solving. Occasional travel to neighbouring branches may be required.

• Engage clients and understand their financial needs and goals
• Provide tailored solutions and guidance for client circumstances
• Introduce and educate clients on digital banking tools
• Process transactions accurately and protect branch assets
• Collaborate with internal teams to resolve client issues

• Grade 12 graduation; business courses are an asset
• Strong numerical aptitude and decision-making skills
• Proven customer service or sales experience
• Flexible, adaptable, and collaborative approach
• Personal lending familiarity or banking experience preferred

Bring customer service, financial guidance, and transaction accuracy to ATB’s Stony Plain banking team.