Client Service Representative

6 months ago

Grimshaw, 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 roleAs ATB’s next Client Service Representative, you are responsible for providing face-to-face core transactional banking services to ATB clients. This involves providing professional and efficient client service by identifying client needs and matching them with the right products, solutions and experts.
- Accountabilities- Deepening relationships with our clients by having conversations to understand their needs and how we can help them reach their goals
- Transforming the client experience by introducing our clients to experts and educating them on our digital tools and resources
- Maintaining and building client relationships by providing optimum customer service
- Developing and building internal partner relationships with other ATB departments, supporting branch operations to meet customer service requirements and to assist with resolving issues or concerns
- Following tactical service routines, best practice processes and procedures on all administrative and operational activities within the branch
- Processing cash and clearing transactions, abiding by current policies
- Actively participating in branch team meetings
- Providing assistance and coaching to other CSR's, as required
- Ensure branch assets are properly safeguarded and that premises and equipment are maintained and that collateral documents are properly controlled
- Taking responsibility for personal development plan; schedule meeting with manager to discuss development plan
- Skills, experience & requirementsSuccess at the branch level means:

- You are a creative team player who is flexible, cooperative and demonstrates a desire to work within a team
- You demonstrate an ability to deal with change, make decisions and implement creative solutions
- Have successfully completed Grade 12, preferably supplemented by post-secondary business courses
- Have a demonstrated ability to work with numbers
- Customer 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

Don’t meet all the requirements on the list?

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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