Client Relationship Specialist

4 months ago

Edmonton, Canada ATB Financial Centre 39 Full time

_Our bottom line is different._

Listening to Albertans. Going deeper to understand who they are and where they're 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.
- **Please note: In this role you will not be an employee of ATB Financial. You will be employed by the privately owned Agency.**_

Location: Edmonton
Positions available: 1
Leader: Bryce Bucholz

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB Agency. Is that you?

As a Client Relationship Specialist (CRS), you are a member of an Agency who is responsible for providing face-to-face core banking services to our ATB clients. This involves providing professional and efficient client service by identifying client needs and matching them with the right products, solutions and experts.

You will find success based on your ability to:

- 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 supporting home 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 branch
- Process cash and clearing transactions, abiding by current policies
- Actively participate in team meetings
- Provide assistance and coaching to other CRS, as required
- Ensure agency 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 you’re your manager to discuss development plan
- Identify opportunities for our clients

**Requirements**:
Job Requirements:

- 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:

- 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.
- Willingness to learn - Committed to self improvement.

Team Player - Flexible, cooperative and demonstrates the desire to work within a team.

**Benefits**

So what can ATB Financial Agency offer you?
- A flexible and supportive work environment
- 4 hour workday (12:00 - 4:00 PM)
- Competitive pay
- Financial benefits.

Sound like a team you want to be a part of?

**Job Type**: Part-time

**Salary**: $18.00-$21.00 per hour

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Edmonton, AB T6E 5Y2: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Banking: 1 year (preferred)

Work Location: In person

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