Agency Manager

3 months ago

Edmonton, Canada ATB Financial Full time

**Our bottom line is different.**:
Listening to Albertans. Going deeper to understand who they are and where they are going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way.

**Location**: Edmonton, AB

**# Positions available**: 1 - Full-time

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB. Is that you?

Coach of the Year. Magnificent Mentor. Visionary. Motivator. Team Player. Whether at work or out in your community, you are the person that knows how to bring it all together. You’re a natural leader and your passion and excitement comes from knowing that your efforts make a significant difference in the lives of your team members, clients and the community around you.

You hire great DNA, you continuously develop others, your people love working for you, and you develop exceptional relationships and achieve solid business results.
- Please note: In this role you will not be an employee of ATB Financial. You will be employed by the privately owned Agency._

You will find success based on your ability to:
**Coaching & Leadership**:

- Coaching the development of skills and confidence to create a performance driven environment where your team has the knowledge and expertise to identify client needs and generate quality connections between your team members and other experts in the different areas at ATB
- Provide guidance and assistance to team members with problems or general inquiries
- Implement tactical sales routines, best practices processes and procedures on all administrative and operational activities within the agency.
- Building yourself as the center of influence in your community and a local advocate for client service and business practices.
- Be agile and a catalyst for change, in our ever-changing digital banking landscape
- Having fun while becoming a credible expert within your team.

**Agency Operations**:

- Coordinates effective promotional campaigns and the implementation of business development plans.
- Liaises with other partners such as Agency Strategies, Money Markets, Banking Operations in order to support daily operations, meet client service requirements and resolve issues or concerns.
- Monitor and record all connections made, referred or in progress for all front-line team members and coaches Client Relationships Specialists (CRS) on areas for improvement.
- Responsible for Agency administrative and operational responsibilities, and ensures that required audits and verifications are carried out according to policy.
- Assist the Agency Owner with the creation of a business plan and budget. Reviews and ensures appropriate efforts are made to maintain operating expenditures within budget.

**Risk & Compliance**:

- Managing risk to enhance long term business growth.
- Monitors and controls daily operations to ensure agency assets are properly safeguarded, premises and equipment are properly maintained, and necessary controls are in place and required audits and verifications are carried out as required.

**Client Service**:

- Creating happiness each and every chance you get for your clients
- Be able to show clients how to use our digital platform
- Ensures client service employees acquire and maintain appropriate interpersonal skills and extensive product knowledge of the full range of ATB Financial's products and services.
- Acts as senior custodian of various branch securities, engraved forms, etc. Maintain relative control records and process all required transactions.

**Sales**:

- Setting growth targets
- Building relationships with referral partners and other sources of business
- Clearly communicating the ATB value proposition
- Adding new customers and offering additional value to existing customers
- Growing the book of business under management by the Agency

**Requirements**:

- 5 - 7 years financial services experience
- Be digitally minded and knowledgeable of ATB’s systems and platforms
- Be self driven and aware of opportunities for growth within the business.
- Being a Brand Ambassador for ATB Financial
- Build internal connections that will surround your clients with experts in the different areas of expertise
- Build your name in the community that you work and live in
- Business degree or diploma or equivalent experience
- Contributes to the improvement of the client experience by leading and educating quality service at every client interaction
- Decisive, creative and flexible
- Develops plan to achieve sales goals with assistance from management and are responsible for meeting or exceeding specific individual sales goals.
- Effective team building skills, strong ability coach and nurture behavior
- Excellent communication skills (written and oral), listening skills, ability to ask questions, persuasive
- Exceptional client service, sales and marketing skills a

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