Client Service Representative - Elk Point (Casual)

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 is a Casual position with 14.5 hours OR 2-3 days/week
• This role is based out of the Elk Point 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

Skills, experience & 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!

Interested?

If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.

Online applications are preferred.

Please let us know if you require any accommodations.