Relationship Manager, ATB Business Solutions Portfolio - Northern Alberta

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
Reporting to the Director, Portfolio Management and Virtual Sales, the Relationship Manager is a senior level team member who is an industry expert and leader of a portfolio of defined large, complex Business deposit clients. Special focus will be directed towards mature clients in Municipal, Utilities, Education, Healthcare industries and Nonprofit organizations.
The Relationship Manager will establish and nurture connections with valued partners, stakeholders, and advisors in retaining/attracting core banking relationships that incorporate payment and cash management solutions, merchant services, liquidity products, and the cross selling of Trade Finance, Wealth Management, RFS business clients and ATB’s Online FX platform.
As a trusted advisor and sales professional, this role manages the development and growth of a portfolio of treasury management intensive companies by partnering with Controllers, CEOs, CFOs, Treasurers and Business Owners, to understand their business requirements and present payment, cash management and investment solutions to meet their needs.
The Relationship Manager has accountability for the holistic client relationship, leadership and development of the market, and strategically managing resources to generate income and deliver organizational objectives.

Accountabilities

• You will drive business development, focusing on the corporate, education, nonprofit, and emerging market sectors.
• You meet and exceed customer needs and expectations by identifying products, services and opportunities they may not be aware of, in order to grow their organization.
• You achieve set portfolio targets by growing your existing book of business and developing a pipeline of new clients with a focus on their payment ecosystem opportunities (cash management, merchant services and investments).
• You refer customers to the appropriate partner and effectively translate Market information emphasizing its relevance to their business while growing partnerships.
• You effectively manage operational, regulatory and credit risk to ensure ATB’s risk tolerance is adhered to.
• You handle customer inquiries, concerns, and complaints expertly by resolving them in a timely manner.
• You actively participate in internal and external events, promoting ATB Financial by supporting initiatives that are important to the success of Albertans.
• You have the capacity to work collaboratively with clients in a virtual and in-person manner, and are proactive in building relationships with clients and communities you are not always physically present in.

Skills, experience & requirements

• Post secondary education in business, agriculture or related equivalent experience.
• 3-5 years previous experience in retail or corporate banking.
• Proven ability to generate new business and meet established targets.
• Demonstrated experience analyzing financial data and finding opportunities to support the payment ecosystem of clients.
• Demonstrated knowledge of the drivers of business cash flow and how to apply basic principles of effective cash flow management.
• Demonstrated success with building collaborative relationships both virtually and in person.
• Strong negotiation and relationship building skills.
• Ability to evaluate the attractiveness of new business opportunities.
• Demonstrated entrepreneurial mindset with a confident, tactful and persuasive demeanor.
• An inquisitive approach with the proven ability to connect and engage with new and existing clients with ease.
• Strong verbal and written communications skills.
• Broad based business knowledge and acumen.
• 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 business solutions.
• Strong leadership capabilities with a clear demonstration of being able to exert influence and collaborate effectively with multi-disciplined stakeholders from all across ATB.
• Strong time management skills including an ability to meet deadlines and establish priorities to manage multiple issues and relationship teams.
• Ability to adapt and be agile in an ever evolving environment with respect to process, market changes, etc.

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 Partnership Accreditation in Indigenous 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