Agency Owner, Mundare

Our bottom line is different.

Listening to Albertans. Going deeper to understand who they are and where they’re 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: Mundare, AB

Apply by: April 30, 2024

# Positions available: 1

Leader: ATB Agency Strategies

Please note: In this role you will not be an employee of ATB Financial. You will be an Agency Owner (Agent) acting as an independent contractor to ATB.

At ATB our culture is centered around purpose, excellence, and powering possibilities encouraging our team members to bring their full selves to work. If you’re seeking a rewarding opportunity where your drive, unique perspective, and expertise are valued and celebrated, then we want to hear from you.

As the next ATB Agent, you are a leader and innovator in your community. You're a creative problem solver with an entrepreneurial spirit and a passion for making a difference through your work. ATB Agents are independent contractors who run their Agency like it’s their own business. As such, it is your direct responsibility to increase revenue and profitability by providing face-to-face core banking services to ATB clients in your community. This involves working with your team to actively engage new opportunities with clients to support them in their financial goals by aligning their needs with the right products, solutions and experts.

As an Agent, you are an advocate for your clients, and are dedicated to creating a remarkable ATB client experience by acquiring, deepening and retaining personal and business relationships. You will gain a defined understanding of what a seamless client experience looks and feels like, to ensure your clients have an exceptional experience from beginning to end by courageously advancing the future of ATB.

Agency Owner Accountabilities:

Leadership:

Identify skills and potential in agency team members and new hires, and provide mentorship to develop talent skill sets and enable career growth.  Be an ambassador for the adoption of new and existing digital tools, technology and resources to help make it possible for our clients in line with our 2030 strategy. Regularly connect within the Agency ecosystem utilizing peer to peer knowledge.

Stakeholder Management:

Liaise with internal partners (Everyday Financial Services (EFS), ATB Business and Wealth, and other Agents, agency employees and ATB team members) to ensure optimal client service is maintained. Make decisions based on your market and community, and develop plans to increase your client base. Have strong negotiation and relationship building skills

Agency Operations:

Make data based decisions to generate revenue and achieve individual and team goals, while contributing to sales strategy for the Agency and Organization. Are agile and adaptable to a fast paced business environment Strong risk mitigation attributes while also fulfilling compliance and regulatory requirements regularly.

Customer Service:

Growth mindset to develop and implement new and better ways of doing things, and push the limits of standard banking practices by thoroughly re-imagining the client experience. Enable clients by educating them on ATB’s self-serve banking options. Adapt to changing client preferences and support needs, including self-service options, to ensure consistent delivery of exceptional customer service.

Requirements

As the ideal candidate you possess:

High School diploma, preferably supplemented by post-secondary business courses or equivalent experience. Strong collaborator and a desire to work within a team.  Demonstrated problem solving skills and creative, out-of-the-box solutions. Knowledge of personal lending services and products is desired Preference will be given to applicants with financial services knowledge and experience. Strong communication skills in an in-person or virtual environment. Effective time management skills.

Benefits

Be great. Be you. Believe.

We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every employee has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.

What happens next?

Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. If you require any accommodations, please let us know.

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