Client Service Representative - St. Albert Trail North
Core
Welcoming face of the bank providing essential banking services, understanding client financial needs, and offering personalized solutions.
Role type
Client Service Representative (Banking)
Builds
Personalized banking solutions and client relationships
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Customer service, sales, numerical aptitude, problem-solving, decision-making
Preferred skills
Banking experience, personal lending knowledge
Responsibilities
Engage with clients to understand financial needs and goals, introduce and educate clients on digital banking tools, collaborate with internal teams to resolve issues, process transactions and maintain security of branch assets
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