Agency Owner

5 days ago


Edmonton, Alberta, Canada ATB Financial Full time

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.

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.

Location: Edmonton, AB.

Apply by End of Day: March 28th, 2025

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.

● 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. If you are shortlisted for this opportunity, you will hear from

us after the posting close date regarding next steps.


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