Client Service Representative - CASUAL
ATB Financial
- Banff, AB
- Permanent
- Full-time
- 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
- 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