Client Experience Specialist

3 months ago

Lethbridge, Canada ATB Financial Full time

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
- About the role**This role schedule is Monday, Tuesday, and Thursday to Saturday**
**This role is based out of theLethbridge Mayor Magrath branch, but on occasion may be required to travel to neighbouring branches.**

As ATB’s next Client Experience Specialist, you are responsible for providing friendly, courteous and professional service by assisting clients with a wide variety of banking functions. You are able to promote an environment of salesmanship within the Client Service Representative team, and act as a guide/mentor. For branches supported by the Mid-Office function, this position is also responsible to manage the functions directly related to the mid-office processes, on behalf of the branch.
- Accountabilities- Ensures clients take advantage of all ATB Financial products and services related to their needs, builds relationships with clients and directly contributes to the development of ATB business through the cross-selling of ATB products and services.
- Performs Branch premise/facilities coordinator responsibilities.
- Utilizes effective listening and communication skills to identify "Problems/Needs/Opportunities".
- Answers incoming branch calls, resolves client inquiries, concerns, and complaints and ensures handoff to appropriate staff.
- Processes and/or forwards branch invoices for payment.
- May process/review various entries, reports, verifications as necessary for internal processing requirements.
- Act as senior custodian of various branch securities, engraved forms, etc. Maintain relative control records and process all required transactions.
- Contributes to branch marketing efforts and sales campaigns.
- Act as coach and guide as well as backup to front line service staff by providing assistance and training to other CSRs.
- Skills, experience & requirementsSuccess at the branch level means you:

- Display a positive attitude, friendly personality, positive workplace behavior, self-motivated.
- Post Secondary Business Admin Degree or Diploma an asset
- Display strong organizational and planning skills.
- Ability to prioritize.
- Decision making and problem solving abilities.
- Are able to work with mínimal supervision.
- Demonstrate exceptional customer service ability, sales skills and product knowledge.
- Possess strong computer skills.
- Excellent communication skills (written and verbal), listening skills, ability to ask questions.
- Demonstrate accuracy and efficiency in completion of duties.
- Previous customer service experience.
- Expert knowledge of on-line banking procedures, deposit/cheque processing, Personal and Commercial banking products and services.
- Knowledge of operational processes.
- Some background in control processes and routines.

Don’t meet all the requirements on the list?

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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