Description:
Reporting to the Director, the Relationship Manager (RM) works with a team of ATB Business associates and partners and is responsible for increasing and retaining business based on annual growth targets, and increasing the profitability of a specified portfolio of ATB Business customers. The RM excels at proactively developing new opportunities while retaining and growing existing relationships.
At the heart of it, you are a relationship builder and connector who thrives on supporting the needs of our business clients in the province. You aim to become a trusted advisor through consistent support and a genuine desire to understand where our clients are, where they came from and where they are going.
Accountabilities
- You meet and exceed client needs and expectations by identifying products, services and opportunities they may not be aware of, in order to grow their business.
- You achieve set portfolio targets by growing your existing book of business and developing a pipeline of new loans and deposits.
- You refer clients to the appropriate partner and effectively translate ATB Business and Market information for the entire branch team emphasizing its relevance to their business while growing partnerships.
- You effectively manage your existing portfolio of ATB Business clients which includes renewing expired credits, initiating and following up on arrears and debt recovery.
- You effectively manage operational, regulatory & credit risk to ensure ATB’s risk tolerance is adhered to.
- You handle client inquiries, concerns, and complaints expertly by resolving them in a timely manner.
- You actively participate in internal and external events, promoting ATB Financial by supporting initiatives that are important to the success of Albertans.
Skills, Experience & Requirements
- Driven to perform, with the proven ability to generate new business and meet established targets.
- Client obsessed, the proven ability to connect and engage with new and existing clients to create an exceptional client experience.
- Experience working collaboratively with clients in a virtual and in-person setting, and are proactive in building relationships with clients and within the community.
- Work well independently and are resourceful in managing day-to-day tasks and problem solving.
- Demonstrated experience analyzing financial data and structuring credit recommendations.
- Strong negotiation and relationship building skills.
- Demonstrated entrepreneurial and growth mindset.
- Strong verbal and written communications skills, organizational and time management skills.
- Ability to thrive in an environment of change.