Mobile Client Service Representative - St Albert North and Edmonton Area

About the position

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.

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.

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.

Nice-to-haves

  • Familiarity with personal lending services and products is a plus.
  • Preference given to candidates with previous banking experience.

Benefits

  • High-care, high-performance culture
  • Flexible and inclusive programs
  • Interesting and challenging work
  • Performance enablement
  • Learning and development
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