Client Service Ambassador

2 weeks ago


Calgary, Alberta, Canada ATB Financial Full time
About the Role

We are seeking a highly skilled Client Service Representative to join our team at ATB Financial.

As a Client Service Representative, you will be responsible for providing exceptional face-to-face core transactional banking services to our clients. This involves identifying client needs and matching them with the right products, solutions, and experts.

You will be working in our 6th Ave branch but may occasionally be required to travel to neighboring branches.

Key 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
  • A creative team player who is flexible, cooperative and demonstrates a desire to work within a team
  • An ability to deal with change, make decisions and implement creative solutions
  • Have successfully completed Grade 12, preferably supplemented by post-secondary business courses
  • 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
Compensation and Benefits

The estimated annual salary for this position is $55,000-$65,000, depending on experience.

We offer a comprehensive benefits package, including health and dental insurance, RRSP matching, and paid time off.



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