Client Service Representative – Calgary Entrepreneur Centre

Company: ATB Financial

Location: Calgary Entrepreneur Centre (Calgary, AB)

Work Type: Onsite

Business Unit: Everyday Financial Services

Pay Grade: B – PFS

Application Deadline: 11 March 2026

Clean Professional Job Summary

ATB Financial is seeking a Client Service Representative to join the Calgary Entrepreneur Centre, a specialized branch focused on supporting Alberta’s business owners and individual clients. In this unionized, onsite role, you will serve as the first point of contact, delivering essential banking services with a focus on relationship-building and personalized financial solutions. You will balance transaction processing with proactive client engagement, educating users on digital banking tools and ensuring every interaction aligns with ATB’s high-care, high-performance culture. This position is ideal for a collaborative professional with strong numerical aptitude and a passion for empowering Albertans to reach their financial goals.

Key Responsibilities

Relationship Management: Proactively engage with clients to uncover unique financial goals, providing tailored guidance and connecting them with specialized ATB resources.
Digital Advocacy: Educate and empower clients to utilize ATB’s digital banking platforms and tools for seamless self-service management.
Operational Excellence: Accurately process financial transactions while strictly adhering to internal policies, best practices, and federal banking regulations.
Team Collaboration: Work alongside internal partners to resolve complex client issues and contribute insights during team meetings to enhance branch performance.
Branch Security: Maintain the security of branch assets and uphold rigorous standards for data privacy and transaction integrity.
Flexibility: Primarily based at the Calgary Entrepreneur Centre, with the ability to travel to neighboring branches as required by operational needs.

Required Qualifications & Skills

Education: Grade 12 graduate; completion of post-secondary business or finance courses is considered a strong asset.
Experience: Proven track record in customer service and/or sales; previous banking experience is highly preferred.
Technical Skills: Strong numerical aptitude and familiarity with personal lending services and financial products.
Soft Skills: Exceptional problem-solving and decision-making abilities; adaptable to change in a fast-paced environment.
Teamwork: A collaborative “team player” mindset with a genuine desire to help others succeed.

About the Company: ATB Financial

ATB Financial is more than a bank; it is an Alberta-grown financial institution dedicated to the success of its province. Consistently recognized as one of Canada’s top employers, ATB operates under the “ATB ID” values, emphasizing impact, inclusion, and future-readiness. The Calgary Entrepreneur Centre is a flagship location designed specifically to support the growth of Alberta’s business community, offering a unique hybrid of personal and commercial banking expertise. As a Crown corporation, ATB focuses on fueling the Alberta economy while fostering a culture where team members feel “safe and celebrated.”

Market & Industry Context: Banking in Alberta (2026)

By 2026, the role of the Client Service Representative has shifted from “teller” to “Financial Facilitator.”

As digital tools handle routine tasks, in-branch staff focus on high-value interactions. In Calgary specifically, the “Entrepreneur Centre” model reflects a 2026 trend where banking is integrated with business coaching. CSRs in this environment are expected to understand the “Gig Economy” and the specific challenges of small business owners in a volatile interest rate environment. At ATB, being “Ready for Tomorrow” means mastering the interface between human empathy and AI-driven financial insights to provide the “personal touch” that automated systems cannot replicate.

Career Growth & Progression Path

Personal Banking Specialist: Move into a role focused on more complex lending, mortgages, and investment strategies.
Small Business Advisor: Transition to the business side of the Entrepreneur Centre, helping startups and local firms secure capital.
Branch Leadership: Advance into Assistant Branch Manager or Branch Manager roles, overseeing team performance and local community impact.
Operations or Risk Management: Move into corporate roles at ATB focused on refining banking policies, compliance, and anti-money laundering (AML) protocols.

Interview Preparation Insights

The Entrepreneurial Lens: Since this is the Entrepreneur Centre, prepare to talk about how you would handle a busy business owner who needs quick, efficient service but also needs advice on streamlining their banking.
Digital Fluency: You will likely be asked how you would encourage a “technically hesitant” client to adopt ATB’s mobile app. Focus on benefits like security and convenience.
Conflict Resolution: Prepare an example of a time you had to deliver difficult news (like a declined transaction or policy restriction) while maintaining a positive relationship.
The “Shortlist” Process: ショートリスト (Shortlisting) at ATB is a collaborative review. Ensure your resume highlights your “numerical aptitude” and any specific instances where you exceeded service targets.

Total Rewards & Culture

Competitive Grade B – PFS Pay: ATB offers a structured pay scale with regular reviews and performance enablement.
Inclusive Benefits: Access to flexible and inclusive programs designed to support health, wellbeing, and financial security.
Learning & Development: Continuous opportunities for upskilling through internal ATB training modules and performance coaching.
Commitment to Reconciliation: Join an organization that leads in “Partnership Accreditation in Indigenous Relations” (PAIR), actively participating in Truth and Reconciliation.

Short Compliance & Equal Opportunity Note

ATB Financial is dedicated to building a workforce that reflects the diverse communities of Alberta. We encourage applications from all backgrounds, including equity-seeking communities and those with non-traditional work histories. Accommodations are available for all stages of the recruitment process by contacting talentteam@atb.com.

Category	Details & Specifications
Employer	ATB Financial (Alberta-based)
Location	Calgary Entrepreneur Centre (Onsite)
Business Unit	Everyday Financial Services
Pay Grade	B – PFS
Employment Type	Full-Time, Unionized
Education	Grade 12 minimum (Post-secondary business courses an asset)
Key Deadline	Apply before 11 March 2026
Core Skills	Customer service, digital literacy, and numerical aptitude

Role Context: The Calgary Entrepreneur Centre

This is not a typical retail bank branch. The Calgary Entrepreneur Centre is a specialized hub designed to support local business owners and innovators. As a Client Service Representative (CSR) here, your role bridges the gap between personal banking and the entrepreneurial ecosystem.

Digital Empowerment: You will act as a “digital guide,” educating clients on ATB’s online platforms and tools to help them manage their finances more efficiently.
Proactive Engagement: Rather than just processing transactions, you are expected to identify financial goals and recommend tailored products, such as personal lending or business accounts.
Network Collaboration: You will frequently refer clients to specialized advisors (e.g., Small Business Bankers or Wealth Managers) within the Entrepreneur Centre.

Key Accountabilities & Compliance

Transactional Accuracy: Processing deposits, withdrawals, and payments while strictly adhering to anti-money laundering (AML) and “Know Your Client” (KYC) regulations.
Issue Resolution: Working with internal operations teams to fix account discrepancies or technical banking hurdles for clients.
Security & Stewardship: Maintaining the security of branch assets and following all ATB best practices and federal banking policies.
Branch Mobility: While primarily at the Entrepreneur Centre, you may occasionally support neighboring Calgary branches.

Total Rewards & Culture

ATB Financial is frequently recognized as one of Canada’s Top 100 Employers. Benefits for this unionized role typically include:

Inclusion & Diversity: ATB is a leader in the Partnership Accreditation in Indigenous Relations (PAIR) program, emphasizing Truth and Reconciliation.
Health & Wellness: Comprehensive medical/dental benefits and a culture focused on “Thrive Together” (mental health and psychological safety).
Professional Development: Access to internal learning and development tracks to move from CSR to Personal Banking Specialist or Financial Advisor.

2026 Calgary Banking Market Insights

The banking sector in Calgary is currently seeing a shift toward “Consultative Retail.”

Digital Adoption: In 2026, over 85% of routine banking in Alberta is done digitally; therefore, CSR roles now focus heavily on complex problem-solving and relationship building.
Economic Climate: With Calgary’s focus on the tech and energy transition sectors, working at the Entrepreneur Centre puts you at the heart of the city’s economic growth.

To apply for this job please visit www.atb.com.