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 position has a hybrid work arrangement. On average, this means 4 days on-site per week. Please note that this is subject to change due to business priorities.
As ATB's next Director, Diversified & Energy Services, you will be a member of the division's leadership team, reporting to the Managing Director, Diversified industries & Energy Services. You will manage high value relationships with mid to senior market corporate clients.
The primary focus of the Director is to be a relationship sales leader spending a significant amount of time in direct or indirect contact with clients, contacts and prospects, enhancing current relationships with ATB clients and developing new opportunities across the Diversified and Energy Services market. You will coordinate efficient delivery of ATB financial services, identify and meet both credit and non-credit needs of the client including syndication, capital markets, foreign exchange, derivatives, cash management and direct lending.
## Accountabilities

• Build and maintain long term relationships with a mix of Diversified and Energy Services clients to cement lasting relationships, to access business opportunities in all parts of the clients' company throughout the life cycle.
• Build and maintain effective relationships with counterparts at other financial institutions to facilitate syndicated or other shared lending projects.
• Regularly meet with clients, prospects and centers of influence, spending a majority of your time enhancing relationships.
• Analyze client files for existing relationships and opportunities to maximize the relationship through new loan, mortgage, payroll, card, cash management, wealth management, derivatives and deposit gathering business.
• Analyze and negotiate client arrangements to ensure profitability of the relationship.
• Meet or exceed goals and targets related to growth or maintenance of their assigned portfolio, including profitability goals and targets.
• Respond and follow-up on opportunities generated and referred from other ATB sources of referrals.
• Actively participate and or lead sales team meetings, sharing successes, best practices and other information with the team.
• Manage relationships with internal business partners including Capital Markets, Credit, Cash Management, Treasury, Derivatives etc.
• Ensure credit decisions / recommendations are in accordance with sound credit granting principles and are in accordance with ATB lending policy and procedures.
• Establish and enhance ATB's presence and profile in the market area by participating in business and community activities.
• Maintain a constant pipeline of business consisting of new prospects, deals in various stages of negotiations, and business that will close within a short timeframe. Prepare and provide detailed monthly pipeline deal reports.
• Maintain a centre of influence calling effort in order to advance business opportunities and ATB's reputation with key sources of new client referrals, including industry associations, private equity firms, accountants, lawyers, etc.
• Act as a mentor and play a key role in the ongoing development of more junior team members.

## Skills, Experience & Requirements

• Commercial/corporate lending experience at a senior level including complex lending with direct experience in an origination role is an asset.
• In depth experience and understanding of corporate finance, credit structures and credit agreements.
• Proven ability to establish and maintain positive relationships with clients, prospects, internal contacts, and associates.
• Excellent oral communication and presentation skills; strong ability to communicate clearly and effectively at all levels throughout the organization.
• Proven ability and success in maintaining an active sales pipeline, generating new business and meeting growth targets.
• Able to work flexible hours including weekends and evenings as the situation requires.
• Proven ability to produce effective results while working independently with limited supervision, but also be an effective team member.
• Business or marketing related degree or diploma with related experience.
• MBA, CFA or accounting designation would be considered a strong asset.

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