Client Experience Advisor

Found in: beBee S CA - 2 weeks ago

Beaumont, Canada ATB Financial Full time

Our bottom line is different.

Listening to Albertans. Going deeper to understand who they are and where they are going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way.

Location: Beaumont, AB

Apply by: Apr 15, 2024

# Positions available: 1 - Full-time

Leader Name: Dolly Amacha

As a Client Experience Advisor your responsible to actively engage clients via leads, or to proactively improve their financial picture by leveraging financial wellness conversations in their pursuit of deepening relationships and completing revenue generating activities. Acting as a connector within Everyday Financial Services (EFS), the Client Experience Advisor is responsible for creating leads to experts across ATB, including sales team members who can complete more complex sales needs in EFS, Business, and Wealth.

You are dedicated to creating a remarkable ATB client experience by acquiring, deepening and retaining personal and business relationships. A Client Experience Advisor has a defined understanding of what a seamless and high level consistent client experience looks and feels like. They advocate for the client throughout their interactions with ATB experience from beginning to end by courageously advancing the future of ATB.

Please note: In this role you will not be an employee of ATB Financial. You will be employed by the privately owned Agency.

Client Experience Advisor Accountabilities:

  • Deepen relationships with our clients by having conversations to understand their needs and how we can help them reach their goals
  • Transform the client experience by introducing our clients to experts and educating them on our digital tools and resources
  • Maintain and build client relationships by providing optimum client service
  • Develop and build internal partner relationships with ATB departments and our Partner Branch to meet client service requirements and to assist with resolving issues or concerns
  • Follow tactical service routines, best practice processes and procedures on all administrative and operational activities within the agency
  • Process cash and clearing transactions, abiding by current policies
  • Actively participate in team meetings
  • Provide assistance and coaching to others, as required
  • Ensure agency and ATB assets are properly safeguarded and that premises and equipment are maintained and that collateral documents are properly controlled
  • Take responsibility for personal development plan; schedule meetings with leadership to discuss and activate.

Requirements

  • Expert knowledge of current operating systems and customer sales tools (i.e. CSA, CRM, Onboarding Express, Customer Story etc.)
  • Using data to create revenue generating opportunities and leads
  • Building strong partner relationships to create a remarkable and seamless client experience.

As the ideal candidate you possess:

  • Grade 12, preferably supplemented by post-secondary business courses
  • Demonstrated client service skills
  • A creative team player who is flexible, cooperative and demonstrates a desire to work within a team
  • Demonstrate an ability to deal with change, make decisions and implement creative solutions
  • A demonstrated ability to work with numbers
  • Client service and/or sales experience is required
  • Knowledge of personal lending services and products is desired
  • Preference will be given to applicants with previous banking experience

Your attributes:

  • Translator - communicate in an easy to understand manner, taking into consideration the appropriate form of communication (i.e. Face to face, email, and telephone).
  • Connector - Proactively connect yourself and others to the people needed to move forward and make yourself available to others who may need you.
  • Hungry - you have clear objectives for your work, by creating timelines, evaluating what information you will require and how you will overcome expected obstacles.
  • Collaborator - you will readily partner with others inside and outside the organization.
  • Client Excellence - Delivers an exceptional client experience at all times.
  • Business Savvy - Financial Services experience with proven sales skills.
  • Willingness to learn - Committed to self improvement.
  • Team Player - Flexible, cooperative and demonstrates the desire to work within a team.

Imagine being part of a team that not only values your contributions but actively encourages your personal and professional growth. If you're ready to embark on an exciting journey filled with opportunity and this sounds like the team you want to be part of send us your application and we'll talk.

Benefits

  • Bonus - Awards - Gifts
  • Training & Development
  • Extended Healthcare Plan (Medical, Disability, Dental & Vision)
  • Employee Assistance Program - Counseling
  • Life Insurance
  • Flexible and Supportive Work Environment
  • Outstanding Employee Recognition Programs
  • Incentive Program
  • Financial Benefits

  • Client Experience Advisor

    Found in: beBee S CA - 2 weeks ago

    Beaumont, Canada ATB Financial Full time

    Our bottom line is different.Listening to Albertans. Going deeper to understand who they are and where they are going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way.Location: Beaumont, AB Apply by: Apr 15, 2024# Positions available: 1 -...

  • Virtual Advisor

    Found in: Jooble CA O C2 - 3 hours ago

    Beaumont, AB, Canada City of Beaumont Full time

    Do you thrive on developing innovative training programs and engaging events that drive employee development and satisfaction? Join our team as an Employee Experience & Development Advisor and play a pivotal role in shaping our workforce's future! As the Employee Experience & Development Advisor, you'll lead and participate in the development and execution...

  • Client Care

    7 days ago

    Beaumont, Canada Ewyn Studios of Beaumont Full time

    No experience required, full training provided. Must be outgoing, friendly and available between 9-7 Monday to Friday and 9-1 on Saturdays. Qualities we are looking for: Good communication skills, team player, organizational skills, motivated mindset, caring and compassionate and must be able to be led by our Supervision Team. **Job Type**:...

  • Banking Centre Leader I

    1 week ago

    Beaumont, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Sales Associate

    16 hours ago

    Beaumont, Canada Supplement King Full time

    WE ARE HIRING!! Are you excited and passionate about health and fitness? Looking for a rewarding career in a fast-paced company? If you’re a self-starter looking to join our team. We want to meet you! The Position: We’re looking for a part-time Sales Associate/Supplementation Advisor. Must be flexible to work days/nights and some...

  • Food and Beverage Server

    57 minutes ago

    Beaumont, Canada Wild Wings Full time

    Education: Secondary (high) school graduation certificate - Experience: Experience an asset **Tasks**: - Address customers' complaints or concerns - Prepare and serve specialty food at customers' tables - Present bills to customers and accept payment in cash, credit or debit cards, travellers cheques or room billings - Describe menu items including daily...

  • graphic designer

    Found in: Talent CA 2 C2 - 7 days ago

    Beaumont, Canada INNTECH FUTURE INC. Full time

    Education: College/CEGEPExperience: 1 year to less than 2 yearsTasksSupervise other graphic designers or graphic arts techniciansWork in a multidisciplinary environmentCo-ordinate all aspects of production for print, audio-visual or electronic materialsCo-ordinate sub-contractingConsult with clients to establish the overall look, graphic elements and content...

  • graphic designer

    Found in: Talent CA 2 C2 - 6 days ago

    Beaumont, Canada INNTECH FUTURE INC. Full time

    Education: Expérience: EducationCollege/CEGEPTasksSupervise other graphic designers or graphic arts techniciansWork in a multidisciplinary environmentCo-ordinate all aspects of production for print, audio-visual or electronic materialsCo-ordinate sub-contractingConsult with clients to establish the overall look, graphic elements and content of...

  • food and beverage server

    Found in: Talent CA 2 C2 - 7 days ago

    Beaumont, Canada Wild Wings Full time

    Education: Secondary (high) school graduation certificateExperience: Experience an assetTasksAddress customers' complaints or concernsPrepare and serve specialty food at customers' tablesPresent bills to customers and accept payment in cash, credit or debit cards, travellers cheques or room billingsDescribe menu items including daily specials for...

  • software development manager

    Found in: Talent CA 2 C2 - 7 days ago

    Beaumont, Canada INNTECH FUTURE INC. Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksPlan and control budget and expendituresSupervise staffEstablish and implement policies and procedures for information systemsAuthorize the development of specifications for products or servicesAssign, co-ordinate and review projects and programsPlan, organize, direct, control and...

  • software development manager

    Found in: Talent CA 2 C2 - 5 days ago

    Beaumont, Canada INNTECH FUTURE INC. Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksPlan and control budget and expendituresSupervise staffEstablish and implement policies and procedures for information systemsAuthorize the development of specifications for products or servicesMeet with clients to discuss system requirements, specifications, costs and timelinesConsult...

  • food and beverage server

    Found in: Talent CA 2 C2 - 6 days ago

    Beaumont, Canada Wild Wings Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksAddress customers' complaints or concernsPrepare and serve specialty food at customers' tablesPresent bills to customers and accept payment in cash, credit or debit cards, travellers cheques or room billingsDescribe menu items including daily specials for customersBalance...

  • software development manager

    Found in: Talent CA 2 C2 - 1 day ago

    Beaumont, Canada INNTECH FUTURE INC. Full time

    Education: Expérience: EducationBachelor's degreeTasksPlan and control budget and expendituresSupervise staffEstablish and implement policies and procedures for information systemsAuthorize the development of specifications for products or servicesMeet with clients to discuss system requirements, specifications, costs and timelinesConsult with clients after...

  • child-care service teacher

    Found in: Talent CA 2 C2 - 2 weeks ago

    Beaumont, Canada 2023366 ALBERTA LTD. Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksPrepare reportsOperate audio-visual equipmentTarget audienceChildrenComputer and technology knowledgeMS ExcelMS OutlookMS PowerPointMS WordType of related experienceQualitative researchPersonal suitabilityClient focusEfficient interpersonal skillsExcellent oral...

  • Office Assistant

    5 days ago

    Beaumont, Canada Divine Spine Beaumont Ltd. Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Work setting**: - Office of health care professional **Tasks**: - Type and proofread correspondence, forms and other documents - Receive and forward telephone or electronic enquiries - Maintain and prepare reports from manual or electronic files,...

  • child-care service teacher

    Found in: Talent CA 2 C2 - 1 day ago

    Beaumont, Canada 2023366 ALBERTA LTD. Full time

    Education: Expérience: EducationBachelor's degreeTasksPrepare reportsOperate audio-visual equipmentTarget audienceChildrenComputer and technology knowledgeMS ExcelMS OutlookMS PowerPointMS WordType of related experienceQualitative researchPersonal suitabilityClient focusEfficient interpersonal skillsExcellent oral...

  • nail care technician

    Found in: Talent CA 2 C2 - 2 weeks ago

    Beaumont, Canada Binh's Nails Beaumont Full time

    Education: Secondary (high) school graduation certificateExperience: Will trainWork settingEsthetician's salonBeauty shop or aesthetic serviceTasksMake custom designs for clientsProvide general information to customers on beauty productsAdvise on beauty products suited to customers' colouring and skin typeDesigning traditional tattoosApply or remove...

  • nail care technician

    Found in: Talent CA 2 C2 - 1 day ago

    Beaumont, Canada Binh's Nails Beaumont Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateWork settingEsthetician's salonBeauty shop or aesthetic serviceTasksMake custom designs for clientsProvide general information to customers on beauty productsAdvise on beauty products suited to customers' colouring and skin typeDesigning traditional tattoosApply or remove...

  • Receptionist/administration

    7 days ago

    Beaumont, Canada Jaswal Law Full time

    **Receptionist/Administrative Assistant** Jaswal Law is a general practice law firm in Beaumont, AB. We are a busy, fast paced practice that provides comprehensive legal services. We are looking for a receptionist/administrative assistant to perform a variety of administrative and clerical tasks. Duties include answering phones, greeting patients,...

  • Retail Store Supervisor

    2 weeks ago

    Beaumont, Canada Aapar Foods Ltd. Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Tasks**: - Assign sales workers to duties - Hire and train or arrange for training of staff - Authorize payments by cheque - Order merchandise - Authorize return of merchandise - Establish work schedules - Sell merchandise - Prepare reports on sales...