Business Solutions Specialist, Business Banking Sales

at  ATB Financial

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It’s a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada’s top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you’re empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We’re on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
As ATB’s next Business Solutions Specialist, Business Banking Sales, you bring an in-depth knowledge of commercial deposits, day-to-day banking, payment products, merchant services, cash management and short term investment solutions. You also have a strong understanding of general business operations and some of the challenges that business owners are faced with on a daily basis.
You will establish and nurture connections with valued partners, stakeholders, and advisors in retaining/attracting core banking relationships that incorporate payments and cash management solutions, merchant services, liquidity products, trade finance and the cross selling of Wealth Management, Everyday Financial Services (EFS) business clients and ATB’s Online FX platform.
As a trusted advisor and sales professional, you will manage the development and growth of relationships with treasury management intensive companies by partnering with Controllers, CEOs, CFOs, Treasurers and business owners, to understand their business requirements and presenting payments, cash management and investment solutions to meet their needs.
You will be accountable for the Business Solutions’ client relationship, leadership and strategically managing resources to generate income and deliver organizational objectives while partnering and supporting a portfolio of Relationship Managers in Central Alberta and Calgary.

Accountabilities

• Develop new and nurture existing client relationships to deliver consistent and sustained results of net income and deposit growth within a dedicated portfolio of accounts in relationship managed teams. Be a value added client partner, solution provider and trusted advisor.
• Establish and nurture connections with valued partners, stakeholders, and advisors in retaining/attracting core banking relationships that incorporate payments and cash management solutions, merchant services, and liquidity products.
• Manage the processes, infrastructure and resources needed to deliver agreed team plans and targets, identifying and implementing improvements and collaborating with colleagues to maximize end to end integration, effectiveness and efficiency.

Skills, experience & requirements

• 5+ years of financial institution or related sales experience (preferably with a specific focus on business clients)
• Undergraduate degree in business commerce, finance or equivalent
• Completion of CTP (Certified Treasury Professional) designation is an asset
• In-depth knowledge of treasury management, Payments Canada rules and investment vehicles
• Strong communication skills with demonstrated ability to build relationships with executive leaders (Controllers, CEOs, CFOs, Treasurers and business owners etc.) and ability to present effectively to boards and associations
• Ability to plan, design, develop and execute strategic financial solutions with experience in business-issue selling
• Proven ability to partner with clients to develop understanding of complex business issues and develop innovative solutions
• Strong connector of people and ideas – able to build relationships naturally, align interests of broad stakeholders and provide effective oversight to deliver flawless execution of complex financial solutions
• Ability to present complex issues effectively at all levels in the organization and effectively influence others
• Strong organizational skills to manage a high volume of requests

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to

Please refer the Job description for details