Client Relationiship Specialist Jobs

Our bottom line is different.

Listening to Albertans. Going deeper to understand who they are and where they're going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way.

Please note: In this role you will not be an employee of ATB Financial. You will be employed by the privately owned Agency.

Location: Westerose

Apply by: Thursday, June 08th 2023

# Positions available: 1

Leader: Shelby Halter

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That's ATB Agency. Is that you?

As a Client Relationship Specialist (CRS), you are a member of an Agency who is responsible for providing face-to-face core banking services to our ATB clients. This involves providing professional and efficient client service by identifying client needs and matching them with the right products, solutions and experts.

You Will Find Success Based On Your Ability To

• Develop and build internal partner relationships with ATB departments and our supporting home branch to meet client service requirements and to assist with resolving issues or concerns
• Transform the client experience by introducing our clients to experts and educating them on our digital tools and resources
• Maintain and build client relationships by providing optimum client service
• Process cash and clearing transactions, abiding by current policies
• Actively participate in team meetings
• Ensure agency assets are properly safeguarded and that premises and equipment are maintained and that collateral documents are properly controlled
• Take responsibility for personal development plan; schedule meetings you're your manager to discuss development plan
• Follow tactical service routines, best practice processes and procedures on all administrative and operational activities within the branch
• Deepen relationships with our clients by having conversations to understand their needs and how we can help them reach their goals
• Provide assistance and coaching to other CRS, as required

Requirements

Job Requirements:

As The Ideal Candidate You Possess

• Demonstrate an ability to deal with change, make decisions and implement creative solutions
• Grade 12, preferably supplemented by post-secondary business courses
• Knowledge of personal lending services and products is desired
• A demonstrated ability to work with numbers
• Preference will be given to applicants with previous banking experience
• Client service and/or sales experience is required
• A creative team player who is flexible, cooperative and demonstrates a desire to work within a team
• Demonstrated client service skills

Your Attributes

• Collaborator - you will readily partner with others inside and outside the organization.
• Connector - Proactively connect yourself and others to the people needed to move forward and make yourself available to others who may need you.
• Translator - communicate in an easy to understand manner, taking into consideration the appropriate form of communication (i.e. Face to face, email, and telephone).
• Client Excellence - Delivers an exceptional client experience at all times.
• Willingness to learn - Committed to self improvement.
• Hungry - you have clear objectives for your work, by creating timelines, evaluating what information you will require and how you will overcome expected obstacles.

Team Player - Flexible, cooperative and demonstrates the desire to work within a team.

Benefits

So what can ATB Financial Agency offer you?

A flexible and supportive work environment, outstanding employee recognition programs, an incentive package, and both financial and medical benefits. Sound like a team you want to be a part of?

If so, send us your application and we'll talk.