Personal Banking Specialist

Job title: Personal Banking Specialist

Company: Alberta Motor Association

Job description: CUSTOMERS ARE invited guests TO A PARTY.AND YOU’RE THE host.The OpportunityYou believe it’s your job to make every important aspect of the customer experience a little bit better. You’re just one of those warm, friendly people who knows how to make someone feel at home the moment they begin talking with you. You have a passion for sales and service excellence and simplifying the complex world of banking, and get a personal thrill out of brightening someone’s day on the other end of the telephone with your friendly voice. You have a knack for providing, building, and maintaining strong customer relationships, because you know that every contact we have influences whether or not the customer comes back.The Team You’ve Been Looking For
Bridgewater Bank is more than a financial institution; we’re a team of passionate people who care deeply about helping others succeed. Unlike traditional banks, we have no branches. This means less time managing logistics and more time focused on providing straightforward, honest service and smart financial solutions that support our clients in reaching life’s biggest milestones.As a wholly owned subsidiary of AMA, we share a proud legacy of service and a commitment to doing the right thing for our customers, our communities, and each other. At Bridgewater Bank, you’ll be part of a nimble, forward-thinking organization where your ideas matter, your contributions are valued, and your growth is encouraged. We’re driven to make a positive impact and our close-knit culture values flexibility, innovation, and genuine connection. As part of the Bridgewater team, you’ll enjoy:

• Competitive salary and flexible benefits
• Employer-paid retirement savings program
• Employee-exclusive discounts on travel, insurance, memberships, and more
• Free travel medical insurance for you and your immediate family
• Ongoing professional development
• Flexible work models that make sense for your lifestyle

Who You Are

• You’re all about sweating the details: you’re hyper organized, a stickler for detail, and have meticulous follow-up skills, and we like that about you.
• You’re all about exceeding expectations when it comes to providing a superior customer experience. Not only do you excel at meeting peoples’ needs, you’re able to anticipate them.
• You’re a master multi-tasker who can juggle a variety of projects/tasks with ease; you have no problem getting things done — and on time, too!
• You love being a part of a team and knowing that your contribution is making a difference.
• You’re comfortable working with people from all levels of the organization.
• You love talking on the phone to a variety of people, are comfortable recommending solutions and can answer any and all inquiries as if it’s the first time you’ve been asked.

How You’ll Make an Impact

• Report to the Manager, Customer Experience and Direct Sales.
• Act as point of contact for new and existing customers.
• Engage customers on both inbound and outbound calls to determine a service solution or product recommendation to match their needs.
• Answer questions and guide customers accordingly.
• Discuss features and options for mortgages and deposits products with customers.
• Work closely with Customer Experience, Underwriting, Recoveries, Mortgage Servicing, Accounting, and other teams.
• Provide the Manager, Customer Experience and Direct Sales with early identification of risk trends and opportunities.
• Engage and participate in all team meetings, activies, and coaching.

What You Bring to the Table

• You have a post-secondary education in a related field (e.g. business/commerce) or equivalent combination of education and experience.
• Previous experience and expertise in managing mortgage renewals or customer retention portfolios is an asset.

Belonging Matters Here
Bridgewater Bank is committed to providing an inclusive, respectful, and accessible environment. If you require an accommodation at any time during our recruitment process, please contact recruitment@ama.ab.ca. We’ll work with you feel supported throughout your journey with us.–WORK MODEL: Remote–We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Expected salary:

Location: Calgary, AB

Job date: Thu, 12 Jun 2025 22:55:27 GMT

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