Client Relationiship Specialist - Westerose, Canada - ATB Financial

ATB Financial

Verified Company

Westerose, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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

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:

Deepen relationships with our clients by having conversations to understand their needs and how we can help them reach their goals
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
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
Follow tactical service routines, best practice processes and procedures on all administrative and operational activities within the branch
Process cash and clearing transactions, abiding by current policies
Actively participate in team meetings
Provide assistance and coaching to other CRS, as required
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

Requirements:

Job Requirements:

Grade 12, preferably supplemented by postsecondary business courses
Demonstrated client service skills
A creative team player who is flexible, cooperative and demonstrates a desire to work within a team
Demonstrate an ability to deal with change, make decisions and implement creative solutions
A demonstrated ability to work with numbers
Client 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

Your attributes:

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.

Client Excellence

Delivers an exceptional client experience at all times.

Willingness to learn

Committed to self improvement.

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?