Job Description

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
This is an exciting opportunity for a driven individual who will provide support and expertise to several sales teams within Diversified Industries & Energy Services, in developing, administering and maintaining a portfolio with primarily complex companies (public and private) with loans and/or deposits generally over $10,000,000.
Reporting to Director, Portfolio Management, you will focus primarily on providing credit assessment, risk analysis, account maintenance and assist with achieving profitable growth while ensuring optimum customer service is provided.
In return, you will be exposed to a development plan where you will hone your technical and relationship management skills in Diversified Industries & Energy Services. In addition to spending time on various sales desks, you will also have the opportunity to engage with internal partners such as risk management, treasury, financial markets, payment solutions, advisory services, documentation and also administration.
Accountabilities

• Prepare credit assessments through completion of an application for credit. Analyze financial statements/and or project metrics to assess risk and determine a financial structure that best meets the client's needs.
• Perform financial and project modeling, sensitivity analysis, valuation and security analysis with relevant recommendations.
• Ensure underwriting recommendations are in accordance with sound principles and ATB Lending policy and procedures.
• Assist in obtaining the required documentation, collateral and security to support the loans.
• Understand return assessments and the impact on profitability.
• Stay up to date on industry and benchmarking assessments, including key drivers and trends.
• Identify and refer opportunities generated from customer analysis to the sales teams.
• Assist the sales teams with improving efficiencies and profitability of the business unit.
• Participate in team meetings by sharing successes and best practices.
• Manage internal and external relationships in a positive and constructive manner.

Skills, Experience & Requirements

• 2-4 years in finance, accounting or equivalent experience.
• Degree in Business, Finance, Accounting or equivalent.
• Exceptional analytical and financial analysis skills.
• Ability to meet deadlines and establish priorities to manage multiple issues.
• High level of integrity and credibility.
• Proven ability to produce effective results while working independently with limited supervision, but also be an effective team member.
• Excellent oral communication and business writing skills.
• Strong computer skills in Microsoft applications (Excel, PowerPoint and Word) and knowledge and experience with Google Suite would be considered an asset.
• Enthusiastic team player with a proven record of success who wants to be part of a team dedicated to growth and to continuous improvement.
• Willingness to learn new skills and acquire new knowledge.
• Ability to work flexible hours including occasional weekends and evenings.
• MBA, CFA or CPA designation completed or in progress is an asset.

Salary Range
$95,000-$140,000
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.

Skills Required