Client Relationship Specialist Jobs

Our bottom line is different.

Listening to Albertans. Going deeper to understand who they are and where they are 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.

Location: Edmonton, AB, Canada

Apply by: May 31, 2023

# Positions available: 1

Hours: Full-Time (30-35 hour work week)

Leader Name: Bryce Bucholz

As a Client Relationship Specialist, 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 customer service by identifying client needs and matching them with the right products, solutions and experts.

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

Client Relationship Specialist Accountabilities

• Ensure that your learning associated with ATB systems, processes, compliance and culture is kept up to date.
• Ensure agency assets are properly safeguarded and that premises and equipment are maintained and that collateral documents are properly controlled.
• Deepen relationships with our clients by having conversations to understand their needs and how we can help them reach their goals.
• Follow tactical service routines, best practice processes and procedures on all administrative and operational activities within the agency.
• Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.
• Maintain and build client relationships by providing optimum customer service.
• Transform the client experience by introducing our client to experts and educating them on our digital tools and resources.
• Process cash and clearing transactions, abiding by current policies.
• 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.
• Provide assistance and coaching to other CRSs, as required.
• Actively participate in team meetings.

Requirements

As the ideal candidate you possess:

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

Your Attributes

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

Benefits

Be great. Be you. Believe.

We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every employee has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.

What happens next?

Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. If you require any accommodations, please let us know.