Client Relationship Specialist

2 weeks 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 and medical benefits.

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

**Job Type**: Part-time

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

**Benefits**:

- Dental care
- Extended health care
- 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



  • Edmonton, Canada Otis Canada Inc Full time

    Otis Elevator Company is searching for a highly motivated Client Relationship Specialist responsible for account management for all customers within the assigned geography. **Essential Responsibilities** - Prospect, build, and maintain customer relationships, achieve or exceed sales objectives, and serve as technical sales consultant to customers in the...


  • Edmonton, Canada TD Bank Full time

    412405BR Wealth Management Edmonton, AB June 26, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Investment Counsel** provides the highest level of...


  • Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Investment Counsel** provides...

  • Manager, Client Relationship Manager

    Found in: Talent CA C2 - 2 weeks ago


    Edmonton, Canada VC3 Full time

    The Manager, Client Relationship Managers must be able to deliver effective leadership, strategy, follow-up and direction that aligns with the overall goals of the organization.The Manager, Client Relationship Managers will work directly with the client team and VC3’s technical teams to ensure the smooth and successful delivery of technical services –...


  • Edmonton, Canada Baker Tilly Canada Full time

    **Client Experience Specialist** **Edmonton, Alberta, Canada**: Current Opportunities Do you **strive to provide excellence** in all that you do? Are you a **forward-thinking, tech-savvy** individual ready to build your career? If you answered **YES** to the above, we want **YOU!** Baker Tilly RSG LLP is currently looking for a self-motivated, tech-savvy...

  • Lead Generation

    5 days ago


    Edmonton, Canada Onlea Enterprises Inc. Full time

    **Contract**:short-term contract with the opportunity to extend upon review. **Salary**: Base salary plus commission This is a remote position **Onlea is looking for someone to help us reach the world. We are looking for someone with a passion for making connections with purpose-driven organizations. Are you someone looking to build relationships with our...

  • Client Specialist

    2 weeks ago


    Edmonton, Canada Igloo Building Supplies Group Ltd Full time

    The Finishing Department Client Specialist, as an integral member of the Sales Department, is responsible as a key point of contact for Igloo’s customer base. Main duty categories include, but are not limited to incoming phone calls, data entry, invoicing, coordination of client requests, dispute resolution and cooperative work with internal stakeholders...

  • Client Specialist

    2 weeks ago


    Edmonton, Canada Igloo Building Supplies Group Ltd Full time

    If you are punctual, ambitious, highly motivated, dedicated and enthusiastic, we are willing to train you. The Finishing Department Client Specialist, as an integral member of the Sales Department, is responsible as a key point of contact for Igloo’s customer base. Main duty categories include, but are not limited to incoming phone calls, data entry,...

  • Lead Generation

    Found in: beBee S CA - 1 week ago


    Edmonton, Canada Onlea Enterprises Inc. Full time

    Salary: Contract: short-term contract with the opportunity to extend upon review.Salary: Base salary plus commissionThis is a remote positionThe candidate must be located in Canada. Applicants outside of Canada will not be accepted at this time.Onlea is looking for someone to help us reach the world. We are looking for someone with a passion for making...

  • Relationship Manager

    3 weeks ago


    Edmonton, Canada First Nations Financial Management Board Full time

    **Position Overview** Reporting to the Senior Relationship Manager (“SRM”), the Relationship Manager (“RM”) is accountable for supporting _existing_ and _potential_ clients of the First Nations Financial Management Board (“FMB”). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged...


  • Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Commercial Banking services the unique needs of Canadian businesses, customizing a broad range of products. As part of the Commercial Banking team the Relationship Manager Commercial Banking works on a team with an Analyst in...


  • Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Commercial Banking services the unique needs of Canadian businesses, customizing a broad range of products. As part of the Commercial Banking team the Relationship Manager Commercial Banking works on a team with an Analyst in...


  • Edmonton, Canada Government of Alberta Full time

    **Job Information**: Job Requisition ID: 47384 Ministry: Health Location: Edmonton Full or Part-Time: Full-time Hours of Work: 36.25 hours per week Regular/Temporary: Regular Scope: Open Competition Closing Date**:September 7, 2023** Classification: Program Services 3 Market Adjustment **About Us**: Alberta Health’s Issues and Information Services...


  • Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. - As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate and overall wealth planning to HNW clients of TD. Specifically, the...

  • Client Advisor

    3 days ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Client Advisor

    3 days ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...


  • Edmonton, Canada Eden Textile Full time

    **Eden Textile - Customer Experience Specialist** **Location: Edmonton, AB** **Employment Type: Full-time** With its Head Office located in Edmonton, AB, Eden Textile provides têxtile solutions for a variety of businesses and industries across Canada. As a leader in the têxtile sector, Eden is currently recruiting Customer Experience Specialists (CES)...


  • Edmonton, Canada Prospect Human Services Full time

    **Position** Employment Specialist **Location** Edmonton - Applicants residing in Calgary and surrounding areas may also be considered._ **Type** Full Time, Contract - 15 Month's **About Us** Break Barriers. Employ Change. At Prospect, we value the diversity of people. Diversity at Prospect means a workplace where individual differences are...

  • Volunteer Specialist

    9 hours ago


    Edmonton, Canada Recruitment Partners inc. Full time

    1 week ago Be among the first 25 applicants Our client is searching for a Volunteer Specialist to join their team. This role will be responsible for developing and executing a comprehensive volunteer strategy to support events and overall operations. A successful candidate will play a vital part in fostering positive relationships with volunteers and...

  • Volunteer Specialist

    8 hours ago


    Edmonton, Canada Recruitment Partners inc. Full time

    1 week ago Be among the first 25 applicants Our client is searching for a Volunteer Specialist to join their team. This role will be responsible for developing and executing a comprehensive volunteer strategy to support events and overall operations. A successful candidate will play a vital part in fostering positive relationships with volunteers and...