Client Service Representative - Lethbridge Mayor Magrath

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THE BELOW ARE OPTIONAL STATEMENTS. PLEASE INCLUDE and/or EDIT IF APPLICABLE, OTHERWISE DELETE.

This is a unionized role
**This role requires Working Tuesday - Saturday.
**This role is based out of the 784 branch, but on occasion may be required to travel to neighbouring branches.**

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As ATB’s next Client Service Representative, you are responsible for providing face-to-face core transactional banking services to ATB clients. This involves providing professional and efficient client service by identifying client needs and matching them with the right products, solutions and experts.

• 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

Success at the branch level means:

• 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