Customer Service Representative - Cardston

Customer Service Representative - Cardston
Employment type: Full-time
City: Cardston
Last visit: 2014-09-04
Author's ads: 1

Posted: 2014-09-04


At ATB Financial, we put people first.

We've been doing it for more than 75 years. In that time we've grown from one small Treasury Branch to become the largest Alberta-based financial institution, with assets of $33.7 billion. Today, more than 5,000 team members help more than 662,000 customers in 242 Alberta communities make their dreams come true.

Like our clients, we're Albertans. Through a network of 171 branches, 130 agencies, and a Customer Contact Centre, we work beside them and with them in their communities, and we root for their success because it's our success too.

We're proud of what we do and we're proud of the people who help us do it. In 2013, ATB was named one of Canada's 50 Best Employers by MacLean's magazine in partnership with Aon Hewitt, one of Alberta's top 65 employers and one of Canada's Best Employers for Young People by Mediacorp Canada Inc one of Canada's Passion Capitalists by Knightsbridge, and one of the 50 Most Engaged Workplaces in Canada by Achievers.

To learn more, visit us at, @atbfinancial or www.facebook/ATBFinancial.

Job Opportunity

Job Description:

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB. Is that you?


You’re fun, you’re friendly, and you’re known for your ability to connect with your customers and create amazing experiences. Your ability to astonish and gratify our customers with your can-do attitude will not only get you noticed, but will be rewarded and encouraged by a team of like-minded service gurus.


Customer Service Representative


You are responsible for providing face-to-face core transactional banking services to ATB customers. This involves providing professional and efficient customer service, identifying client needs and generating sales referrals.


You will find success based on your ability to:


Generate sales referrals by actively promoting and cross-selling ATB products and services to customers

Meet or exceed personal referral objectives; track and record all referrals

Maintain and build customer relationships by providing optimum customer service

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

Follow tactical service routines, best practices processes and procedures on all administrative and operational activities within the branch

Process cash and clearing transactions, abiding by current policies

Actively participate in branch team meetings

Provide 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

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

Job Requirements:

As the ideal candidate you possess:


Demonstrated customer service skills

A creative team player who is flexible, cooperative and demonstrates a desire to work within a team

An ability to work in an environment where performance goals are measured and tracked

Demonstrate an ability to deal with change, make decisions and implement creative solutions

Grade 12, preferably supplemented by post-secondary business courses

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

So what can ATB Financial offer you? Imagine paying less for your everyday banking, mortgages, loans and investments. Throw in an excellent benefits and pension package, opportunities for career advancement, a flexible and supportive work environment, and a financial institution that’s leading the way in change – now you’re talking about a career with a company that allows you to grow.  As an award-winning employer-of-choice – we have the best of the best working for Albertans. Sound like a team you want to be a part of?


Advancement. Fun. Rewards…  We get it.

To learn more visit


To read our employer reviews visit our Glassdoor page.

Online applications are preferred. ATB Financial is an equal opportunity employer. We thank all applicants for their interest; however, due to the high number of resumes we receive, only short-listed candidates will be contacted.

For additional information on this posting, please contact Julie Leavitt, Customer Service Manager at 403-653-5572 or at [Note: please apply using our online system and not the contact's email address].  

For information on communities where ATB thrives, please visit


Req. Code : ATB0024-433G

Division/Department : Retail Financial Services

Job Grade : B

Click here to apply for this job

Career Level: Entry Level

Industry: Financial Services and Banking

Job Function: Customer Service