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ATB Financial

Mobile Client Service Representative - Edm West Pointe Advisory Ctr

AB, Canada
Edmonton, AB, Canada

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Sep 23, 2026

Apply About employer

Applications open in a new tab.

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 role requires Wednesday evening & Saturday shifts on a rotating basis
This role is based out of the Edmonton West Pointe Advisory Ctr branch, but on occasion may be required to travel to neighbouring branches.
This position will be scheduled to work at multiple locations (Edmonton The Grange, Spruce Grove, Stony Plain) that are different from your primary work location to cover absences and/or where required for business reasons. This role is fully in-person at a variety of locations; with a regular commitment to have you operate from your home branch for coaching, connection and learning opportunities.

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.

Apply About employer

More about this job

Responsibilities

Engage clients to understand their financial needs, provide tailored guidance, and introduce them to digital banking tools. Process transactions securely, follow policies and regulations, resolve client issues with internal teams, and contribute to a positive branch environment.

Requirements

A Grade 12 education and strong numerical aptitude are required; post-secondary business courses are an asset. Candidates should have customer service and/or sales experience, with banking experience and familiarity with personal lending considered advantages.

Skills

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

Visa sponsorship

Not detected in the job text

Keywords

Banking
Client Service
Customer Service
Sales
Personal Banking
Personal Lending
Digital Banking
Financial Needs Assessment
Financial Guidance
Client Relationships
Transaction Processing
Branch Operations
Regulatory Compliance
Asset Security
Problem-Solving
Decision-Making
Numerical Aptitude
Team Collaboration
In-Person Service
Unionized Role

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