Sr Client Service Representative - Airdrie
ATB
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
As a highly motivated and experienced Senior Client Service Representative at ATB Financial, you'll deliver exceptional client service and foster a sales-oriented environment. You'll inspire and mentor the Client Service Representative team, ensuring seamless interactions and outstanding client experiences. By understanding client needs and leveraging product knowledge, you'll identify opportunities, recommend tailored financial solutions, and explain complex financial concepts. You'll build trust, exceed client expectations, and provide innovative solutions, embodying ATB Financial's commitment to making banking work for people.
Additional Information
- This is a unionized role
- This role requires Saturday shifts on a rotating basis
- This role is based out of the Airdrie branch, but on occasion may be required to travel to neighbouring branches.
Accountabilities
- Mentor and coach Client Service Representatives, providing ongoing training and support.
- Proactively engage with clients to understand their needs and cross-sell ATB products, contributing to business growth.
- Manage a high volume of client calls, resolving inquiries, concerns, and complaints efficiently.
- Oversee branch invoices and ensure accurate, timely payment processing.
- Coordinate branch premises and facilities matters, maintaining a safe and functional environment.
- Utilize strong communication skills to understand client needs and ensure meticulous accuracy in financial processing and reporting.
- Act as a senior custodian for branch securities, adhering to all security protocols.
- Contribute to the planning and execution of branch marketing and sales campaigns.
Skills, experience & requirements
- Proven track record of customer service excellence and sales achievements, with strong product knowledge.
- Exceptional organizational and planning skills for efficient workflow.
- Computer and technology proficiency.
- Effective at managing and prioritizing multiple responsibilities.
- Strong analytical and problem-solving skills.
- Highly self-motivated and able to work independently.
- Excellent written and verbal communication, active listening, and questioning skills.
- Dedicated to accurate, efficient, and high-quality task completion.
- Positive and collaborative team player.
- Minimum high school diploma; post-secondary education an asset.
- Relevant customer service experience required.
- Knowledgeable in online banking, deposit/cheque processing, and banking products.
- Understanding of banking operational procedures and control processes.
- Preference given to candidates with previous banking experience.
Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.