Client Relationship Specialist - Edmonton, Canada - ATB Financial

ATB Financial

Verified Company

Edmonton, 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 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:
Argyll Agency

# Positions available: 1

Leader Name:
Ada Cheng

This is a parttime role, 6hrs/day, 2030 hours/week.

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 client 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:

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 client to experts and educating them on our digital tools and resources.
Maintain and build client relationships by providing optimum customer service.
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.
Follow tactical service routines, best practice processes and procedures on all administrative and operational activities within the agency.
Process cash and clearing transactions, abiding by current policies.
Actively participate in team meetings.
Provide assistance and coaching to other CRSs, 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 plans; schedule meetings with your manager to discuss development plans.
Ensure that your learning associated with ATB systems, processes, compliance and culture is kept up to date.

Requirements:

Grade 12, preferably supplemented by postsecondary business courses
Demonstrated customer 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
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

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.
-
Customer Excellence