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Financial Services Representative (Bilingual, Fr/Eng)
The Canada Life Assurance Company
ON
We are looking for a Bilingual Financial Services Representative in Canada.

ATB Financial

Client Service Representative - Lethbridge Paramount

Lethbridge, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 9, 2026

Original job description

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).

About

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

At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing essential banking services in a friendly, approachable manner, and building meaningful relationships with our clients. You'll take the time to understand their financial needs, offer personalized solutions, and connect them with the right resources. You'll be a key part of a dynamic team, ensuring every client interaction is positive, efficient, and leaves them feeling valued.

Additional Information

This is a unionized role.
This is an internal only posting.
This role requires Saturday shifts on a rotating basis.
This role is based out of the Lethbridge Paramount branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

Proactively engage with clients to understand their unique financial needs and goals, providing tailored solutions and guidance.
Skillfully introduce and educate clients on our digital banking tools and platforms, empowering them to manage their finances with ease.
Collaborate with internal teams to ensure seamless operations and resolve client issues efficiently.
Adhere to best practices, policies, and regulations, accurately processing transactions and maintaining the security of branch assets.
Actively participate in team meetings, share insights, and contribute to a positive work environment.

Skills, Experience & Requirements

Flexible and collaborative team player with a passion for helping others.
Adaptable to change, with strong decision-making and problem-solving skills.
Grade 12 graduate (post-secondary business courses an asset) and strong numerical aptitude.
Proven customer service and/or sales experience.
Familiarity with personal lending services and products is a plus.
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.

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More about this job

Responsibilities

Engage with clients to understand their financial needs, provide tailored guidance, introduce digital banking tools, and connect clients with appropriate resources. Process transactions accurately, protect branch assets, resolve client issues with internal teams, and contribute to a positive team environment.

Requirements

A Grade 12 education and strong numerical aptitude are required; post-secondary business courses are an asset. Customer service or sales experience is expected, while banking experience and familiarity with personal lending products are preferred; candidates should also be collaborative, adaptable, and effective at problem-solving.

Skills

Customer Service
Client Relationship Building
Financial Needs Assessment
Personalized Guidance
Digital Banking Education
Team Collaboration
Problem-Solving
Decision-Making
Numerical Aptitude
Transaction Processing
Regulatory Compliance
Personal Lending
Adaptability
Communication

Visa sponsorship

Not detected in the job text

Keywords

Banking
Client Service
Customer Service
Sales
Personal Banking
Personal Lending
Digital Banking
Financial Needs Assessment
Client Relationships
Transaction Processing
Branch Operations
Asset Security
Regulatory Compliance
Problem-Solving
Decision-Making
Numerical Aptitude
Team Collaboration
Grade 12
Rotating Saturday Shifts

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