Financial Services Representative
4 days ago
About the Role:
">This is a unionized role based out of our Camrose branch, but may require occasional travel to neighbouring branches.
">Accountabilities:
">- ">
- Identify client needs and match them with the right products, solutions, and experts.">
- Develop and maintain internal partner relationships with other ATB departments to support branch operations.">
- Provide professional and efficient client service by fulfilling tactical service routines, best practice processes, and procedures on all administrative and operational activities within the branch.">
- Process cash and clearing transactions, adhering to current policies.">
- Actively participate in branch team meetings and provide assistance and coaching to other CSR's, as needed.">
- Take responsibility for personal development plan; schedule meeting with manager to discuss development plan.">
- Ensure branch assets are properly safeguarded and premises and equipment are maintained.">
- Evaluate and improve branch operations to meet customer service requirements.">
Skills and Experience:
">- ">
- You must have successfully completed Grade 12, preferably supplemented by post-secondary business courses.">
- You have a demonstrated ability to work with numbers and possess excellent customer service skills.">
- Customer service and/or sales experience is required.">
- Prior banking experience is an asset.">
- 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.">
- You have knowledge of personal lending services and products.">
About Us:
">At ATB Financial, we believe in creating a workplace that reflects the diversity of the communities we serve. We're committed to making it possible for our clients, team members, and communities to thrive through innovative financial solutions and exceptional service.
">We're dedicated to building a workforce reflective of those within our communities and a culture where our team members are equipped with what they need to succeed—their way.
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