Help ATB Financial clients manage everyday banking through approachable service, personalized solutions, and confident digital banking education in Calgary.
This Client Service Representative role welcomes clients, explores their financial needs, and connects them with suitable resources. You will support positive, efficient interactions while collaborating with internal teams to maintain seamless operations. Previous banking experience is preferred, and personal lending familiarity is an asset.
Key Responsibilities:
- Welcome clients and build meaningful relationships
- Understand financial goals and recommend tailored guidance
- Introduce and explain digital banking platforms
- Maintain accurate transactions and branch asset security
- Participate in meetings and share team insights
Requirements:
- Flexible, collaborative approach to helping others
- Adaptability to change
- Solid decision-making and problem-solving abilities
- Grade 12 graduation and numerical aptitude
- Customer service or sales experience
Use approachable communication, financial understanding, and digital banking knowledge to support valued clients as an ATB Financial representative.
📌 ATB Financial Banking Service Specialist (Calgary)
🏢 Culture Alberta
📍 Calgary
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