Client Relationship Specialist

3 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 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



  • Edmonton, Canada ATB Financial 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...


  • Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...


  • Edmonton, Canada Alberta Women Entrepreneurs Full time

    _**Client Service Specialist**_ Are you interested in joining a dynamic and collaborative team that is passionate about helping to grow businesses that are shaping Alberta? If so, Alberta Women Entrepreneurs (AWE) is searching for a **Client Service Specialist **to join their professional team. This position is specializes in relationship building with AWE...


  • Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...


  • 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 NAIT Full time

    **NOTE: This position is limited to NAIT internal staff within the Student Progression and Registrar portfolio only.** **Key Responsibilities**: - Builds trust and cultivates relationships with a caseload of prospects and applicants. - Answers questions about NAIT and its programs; Edmonton, Alberta; and Canada to help prospects and applicants make...

  • Lead Generation

    1 month ago


    Edmonton, Canada Onlea Enterprises Inc. Full time

    **Contract**:short-term hourly 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...

  • Client Specialist

    1 month 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

    1 month 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,...

  • Marketing Specialist

    1 month ago


    Edmonton, Canada NORQUEST COLLEGE Full time

    **Job Description**: **MARKETING SPECIALIST** **MARKETING & COMMUNICATIONS** Reporting to the Director, Marketing, the Marketing Specialist provides a comprehensive range of marketing support and services for internal clients across the college including faculties, student recruitment, and corporate service areas. The scope of practice for the role is...


  • Edmonton, Canada Alberta Motor Association Full time

    AMA: **Customer Relationship Manager** - Posted: 2023-08-18_ - Closing: Until Filled_ - Location: Edmonton South_ Customers are at the heart of everything we do at AMA. And with nearly a million members across the province, we’re on a mission to ensure that every touchpoint across our channel mix and portfolios is as compelling, timely and integrated as...

  • Lead Generation

    4 weeks 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

    1 month 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 ComForCare Home Health Care - Edmonton Full time

    At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a part of a certified Great Place To Work®! **Be a part of something special**: - Work with a great team. - Build meaningful relationships. - Make a difference...


  • Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Group Advantage is a comprehensive business at RBC that offers a variety of retirement savings products including Group RRSP’s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace. You are a mobile sales...

  • Client Advisor

    1 month 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

    4 weeks 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

    1 month 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 TD Bank Full time

    412407BR Sales & Business Development Edmonton, AB June 22, 2023 Company Overview Department Overview At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we’ll ensure you always have the opportunity to...


  • Edmonton, Canada Government of Alberta Full time

    Role Responsibilities The Contract and Grant Specialist is responsible for effectively developing, procuring, managing, and administering various types of funding agreements across a wide breadth of social programs and client populations, including a those that support early learning and child care initiatives. This position leads and/or supports the...