- Act as coach and guide as well as backup to front line service staff by providing assistance and training to other CSRs.
- Ensures clients take advantage of all ATB Financial products and services related to their needs, builds relationships with clients and directly contributes to the development of ATB business through the cross-selling of ATB products and services.
- Answers incoming branch calls, resolves client inquiries, concerns, and complaints and ensures handoff to appropriate staff.
- Processes and/or forwards branch invoices for payment.
- Performs Branch premise/facilities coordinator responsibilities.
- Utilizes effective listening and communication skills to identify "Problems/Needs/Opportunities".
- May process/review various entries, reports, verifications as necessary for internal processing requirements.
- Act as senior custodian of various branch securities, engraved forms, etc. Maintain relative control records and process all required transactions.
- Contributes to branch marketing efforts and sales campaigns.
- Demonstrate exceptional customer service ability, sales skills and product knowledge.
- Display strong organizational and planning skills.
- Possess strong computer skills.
- Ability to prioritize.
- Decision making and problem solving abilities.
- Are able to work with minimal supervision.
- Excellent communication skills (written and verbal), listening skills, ability to ask questions.
- Demonstrate accuracy and efficiency in completion of duties.
- Display a positive attitude, friendly personality, positive workplace behavior, self-motivated.
- High School Education/some post-secondary preferred.
- Previous customer service experience.
- Expert knowledge of on-line banking procedures, deposit/cheque processing, Personal and Commercial banking products and services.
- Knowledge of operational processes.
- Some background in control processes and routines.
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Senior Client Service Representative - Stony Plain, AB, Canada - ATB Financial
Description
Our bottom line is different.
There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren't our clients.
Whatever it is, you won't find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.Job Number: REQ7516
Department: Everyday Financial Services (EFS)
Location: Stony Plain, AB
Apply by: May 9, 2024
Paygrade: D-PFS
System Job Title: Client Service Representative D
Leaders: Matthew Rowson & Larry Higdon, Branch Managers
Is this a Union Position: Yes
**This is a full-time opportunity at 36.25 hours/week**
**This role requires Wednesday evening shifts on a rotating basis**
**This role is based out of the Stony Plain branch, but on occasion may be required to travel to neighbouring branches.**
As ATB's next Senior Client Service Representative, you are responsible for providing friendly, courteous and professional service by assisting clients with a wide variety of banking functions. You are able to promote an environment of salesmanship within the Client Service Representative team, and act as a guide/mentor. For branches supported by the Mid-Office function, this position is also responsible to manage the functions directly related to the mid-office processes, on behalf of the branch.
Senior Client Service Representative Accountabilities:
Success at the branch level means you:
At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying
Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.
Online applications are preferred. Please let us know if you require any accommodations.
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 team member 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. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.
Stay in touch
ATB is excited to know you're interested in a career with us Follow us on LinkedIn , Facebook and Instagram to get the inside scoop on what our team is up to.
