About the role
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable manner, and building meaningful relationships with our clients. You'll take the time to understand their financial needs, offer personalized solutions, and connect them with the right resources. You'll be a key part of a dynamic team, ensuring every client interaction is positive, efficient, and leaves them feeling valued.
Additional Information
- This is a unionized role.
- This role requires Saturday shifts on a rotating basis.
- This role is based out of the Calgary West Springs branch, but on occasion may be required to travel to neighbouring branches.
## Accountabilities
- Proactively engage with clients to understand their unique financial needs and goals, providing tailored solutions and guidance.
- Skillfully introduce and educate clients on our digital banking tools and platforms, empowering them to manage their finances with ease.
- Collaborate with internal teams to ensure seamless operations and resolve client issues efficiently.
- Adhere to best practices, policies, and regulations, accurately processing transactions and maintaining the security of branch assets.
- Actively participate in team meetings, share insights, and contribute to a positive work environment.
## Skills, experience & requirements
- Flexible and collaborative team player with a passion for helping others.
- Adaptable to change, with strong decision-making and problem-solving skills.
- Grade 12 graduate (post-secondary business courses an asset) and strong numerical aptitude.
- Proven customer service and/or sales experience.
- Familiarity with personal lending services and products is a plus.
- Preference given to candidates with previous banking experience.
Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
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. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
- Stay in touch
- We’re excited that you’re interested in a career with ATB.
Client Services Representative
ATB Financial