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Client Relationship Specialist - Argyll (Part-Time)
Company | ATB Financial |
Address | Edmonton, Alberta, Canada |
Employment type | PART_TIME |
Salary | |
Category | Banking |
Expires | 2023-07-28 |
Posted at | 10 months ago |
Our bottom line is different.
- Process cash and clearing transactions, abiding by current policies.
- Transform the customer experience by introducing our clients to experts and educating them on our digital tools and resources.
- Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.
- Provide assistance and coaching to other CRSs, as required.
- Ensure agency assets are properly safeguarded and that premises and equipment are maintained and that collateral documents are properly controlled.
- Follow tactical service routines, best practice processes and procedures on all administrative and operational activities within the agency.
- Ensure that your learning associated with ATB systems, processes, compliance and culture is kept up to date.
- Actively participate in team meetings.
- Develop and build internal partner relationships with ATB departments and our supporting partner branch to meet customer service requirements and to assist with resolving issues or concerns.
- Maintain and build client relationships by providing optimum customer service.
- Deepen relationships with our clients by having conversations to understand their needs and how we can help them reach their goals.
- Demonstrate an ability to deal with change, make decisions and implement creative solutions
- Knowledge of personal lending services and products is desired
- Grade 12, preferably supplemented by post-secondary business courses
- Customer 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 customer service skills
- Preference will be given to applicants with previous banking experience
- A demonstrated ability to work with numbers
- Customer Excellence - Delivers an exceptional customer experience at all times.
- Translator - communicate in an easy to understand manner, taking into consideration the appropriate form of communication (i.e. face to face, email and telephone).
- Connector - Proactively connect yourself and others to the people needed to move forward and make yourself available to others who may need you.
- Hungry - you have clear objectives for your work, by creating timelines, evaluating what information you will require and how you will overcome expected obstacles.
- Collaborator - you will readily partner with others inside and outside the organization.
- Willingness to Learn - Committed to self improvement.
- Team Player - Flexible, cooperative and demonstrates the desire to work within a team.
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