Accountabilities:

• Deepening relationships with our clients by having conversations to understand their needs and how we can help them reach their goals

• Transforming the client experience by introducing our clients to experts and educating them on our digital tools and resources

• Maintaining and building client relationships by providing optimum customer service

• Developing and building internal partner relationships with other ATB departments, supporting branch operations to meet customer service requirements and to assist with resolving issues or concerns

• Following tactical service routines, best practice processes and procedures on all administrative and operational activities within the branch

• Processing cash and clearing transactions, abiding by current policies

• Actively participating in branch team meetings

• Providing assistance and coaching to other CSR's, as required

• Ensure branch assets are properly safeguarded and that premises and equipment are maintained and that collateral documents are properly controlled

• Taking responsibility for personal development plan; schedule meeting with manager to discuss development plan

ATB Financial is a financial institution and Crown corporation wholly owned by the Province of Alberta. Originally established as Alberta Treasury Branches in 1938, ATB Financial operates primarily in Alberta and provides financial services to over 770,000 Alberta residents and businesses