Client Service Representative

3 days ago

Cardston, Canada ATB Financial Full time

**Our bottom line is different.**

There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.

Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Job Number: REQ6453

Department: Everyday Financial Services (EFS)

Location: Cardston, AB

Paygrade: B-PFS

System Job Title: Client Service Representative B

Leader: Kim Helgeson, Branch Manager

Is this a Union Position: Yes

**This role is based out of the 762 Cardston branch, but on occasion may be required to travel to neighbouring branches.**

**As 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.

**Requirements**:
Success 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

**At ATB, we know that as you develop in your career, you gain many transferable skills.** If you believe your experience and qualities are what we are looking for, please consider applying

**Benefits**

**Be great. Be you. Believe.**

**What happens next?**

**Stay in touch**

ATB is excited to know you’re interested in a career with us Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to.

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