Agency Owner Central Rural Alberta

ATB Financial; Alberta; On-site; CAD 40,000 - 80,000; Full time

Job summary

ATB Financial is seeking independent contractors as Agents to provide core banking services in Alberta. This role involves client engagement, leadership, and agency operations, requiring strong problem-solving skills and a high school diploma. Ideal candidates will have a collaborative spirit and knowledge of financial services.

Qualifications

• High School diploma, preferably supplemented by post-secondary business courses.
• Strong collaborator with problem-solving skills.
• Knowledge of personal lending services and products desired.

Responsibilities

• Provide face-to-face core banking services to clients.
• Mentor agency team members and develop talent.
• Make data-based decisions to generate revenue.

Skills

Problem Solving

Collaboration

Communication

Education

High School diploma

Post-secondary business courses

Job description

5 days ago Be among the first 25 applicants

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.

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.

Location: Central Rural Alberta

Apply by: June 13, 2025

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.

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Other

Job function

• Job function

  Business Development, Customer Service, and Sales

• Industries

  Financial Services and Banking

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