ATB Financial

www.atb.com

3 Jobs

5,868 Employees

About the Company

For more than 85 years, ATB has been reimagining the way we do business. We've grown from one small treasury branch into Alberta's largest provincially based financial institution, and we don't have any plans to slow down now. We power possibility for our clients, our team members and our province--and we're leading the way to a sustainable, innovative and prosperous future. About ATB Financial With $62.0 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 820,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.

Listed Jobs

Company Name: ATB Financial
Job Title: Senior nCino Business Analyst
Job Description: **Job title** Senior nCino Business Analyst **Role Summary** Lead the configuration, governance, and continuous enhancement of the nCino Bank Operating System on Salesforce. Translate complex Capital Markets requirements into declarative solutions, manage the configuration backlog, enforce configuration standards, and deliver releases that align with strategic product goals. Provide subject‑matter expertise, mentor junior staff, and act as the primary point of contact for large‑scale platform initiatives. **Expectations** - Deliver high‑quality, non‑coding nCino configurations that meet Capital Markets business and compliance needs. - Maintain product roadmap alignment, ensuring prioritization and timely release of enhancements. - Demonstrate measurable improvements in operational efficiency and user adoption. - Mentor and develop configuration staff and end‑users, fostering best‑practice usage of the platform. **Key Responsibilities** - Translate Capital Markets requirements into detailed Salesforce/nCino declarative configurations (Flows, Validation Rules, Custom Objects, FSC settings). - Perform gap analysis against out‑of‑the‑box solutions and design system architecture. - Own the configuration backlog (JIRA), prioritizing items against the product roadmap. - Establish and enforce best‑practice standards for configuration and documentation. - Lead non‑developer release management: monitor release notes, coordinate deployment schedules, and oversee sandbox testing and environment alignment. - Provide day‑to‑day configuration support, maintenance, and optimization to drive efficiency. - Interpret senior executive business plans into platform priorities and execution plans. - Mentor junior configuration analysts and internal users on best practices and system optimization. - Serve as the primary SME for program‑level and large‑scale configuration topics. **Required Skills** - 3+ years hands‑on nCino platform configuration in a complex financial services setting. - Deep Capital Markets knowledge (commercial lending, credit memos, covenant management, regulatory reporting). - Salesforce platform expertise (Flows, Validation Rules, Custom Objects, FSC). - Proficiency with JIRA, Agile (Scrum/Lean), Google Workspace. - Strong analytical skills to extract insights and drive process improvements. - Excellent verbal and written communication; able to translate technical concepts to non‑technical stakeholders. - Client‑centric mindset; proven track record of improving operational efficiency or user experience. **Required Education & Certifications** - Bachelor’s degree or diploma in Commerce, Accounting, Finance, Business Administration (preferred). - Mandatory certifications: Salesforce Certified Administrator, nCino System Administrator. - Optional but strong asset: Salesforce Certified Business Analyst.

Company Name: ATB Financial
Job Title: ATB 101 - Wealth Management Student
Job Description: **Job Title:** Wealth Management Student (ATB 101) **Role Summary:** Four‑month temporary position for a post‑secondary student to support ATB’s Wealth Management team. Provides administrative and back‑office assistance to Financial Advisors, contributes to client‑focused marketing initiatives, participates in events, and leads a short‑term project—all while gaining exposure to investment advisory and holistic financial planning. **Expectations:** - Deliver accurate administrative support to advisors on a daily basis. - Prepare and schedule client meetings, including annual reviews. - Create and execute targeted marketing communications. - Participate in community and client‑hosting events. - Lead a defined project from initiation to completion within the term. - Collaborate with fellow ATB 101 students on group assignments. - Meet established role objectives, timelines, and quality standards. **Key Responsibilities:** - Close zero‑balance accounts, maintain client householding, and manage leads in Salesforce. - Generate reports, update financial plan data, and produce meeting templates. - Draft client emails, assist with slide decks, and produce LinkedIn updates. - Schedule appointments, conduct client outreach, and coordinate annual review logistics. - Design and deliver marketing initiatives for specific client segments. - Support ad‑hoc requests and timely team needs. - Organize and present a summer‑term project with clear milestones and outcomes. **Required Skills:** - Highly motivated learner with strong organizational and detail‑orientation. - Customer‑service experience and a client‑obsessed mindset. - Proficiency with Google Workspace; solid Excel/Google Sheets abilities and data‑analysis aptitude. - Excellent written and verbal communication. - Basic understanding of investment management concepts. - Ability to build relationships with internal partners and external clients. - Self‑starter capable of working independently and virtually, while collaborating effectively. - Adaptable, reliable, and comfortable taking initiative and proposing improvements. **Required Education & Certifications:** - Current enrolment in a post‑secondary institution (undergraduate or graduate). - No specific certifications required; interest in finance/investment management preferred.

Red deer, Canada

On site

15-01-2026

Company Name: ATB Financial
Job Title: ATB 101 - Technical Support Student
Job Description: **Job Title** ATB 101 - Technical Support Student **Role Summary** A 4‑month, summer‑intake, entry‑level technical support role focused on providing IT assistance for platform tools, improving support processes, and building data dashboards. The student works cross‑functionally with the risk team to troubleshoot incidents, develop automation, and recommend process improvements. **Expectations** - Deliver timely technical support for organizational software and hardware. - Collaborate with risk and other teams to resolve priority incidents and design long‑term solutions. - Build and maintain troubleshooting checklists, intake processes, and automation tools. - Perform data entry, analysis, and create dashboards to support investigations. - Identify and implement process improvements to reduce inefficiencies. **Key Responsibilities** 1. Provide first‑line support for platform tools and related technical issues. 2. Partner with risk and cross‑functional teams to resolve high‑priority incidents. 3. Develop and refine standardized troubleshooting checklists and intake workflows. 4. Identify minor process inefficiencies and recommend actionable improvements. 5. Build and maintain automation queries and dashboards to streamline support tasks. 6. Conduct data entry and analysis to support investigations and reporting. **Required Skills** - Current enrollment in an IT Systems, Computer Science, or related program. - Working knowledge of organizational software and hardware troubleshooting, customization, and upkeep. - Experience in IT support or data‑analysis roles preferred. - Strong verbal and written communication; active listening and constructive feedback. - Strategic and critical thinking with systems‑thinking approach. - Self‑motivated, organized, and able to manage multiple tasks and stakeholder expectations. - Ability to prioritize tasks and work collaboratively in a team environment. **Required Education & Certifications** - Enrollment in a relevant Bachelor’s or Master’s program in IT Systems, Computer Science, or related discipline. - No additional certifications required.

Calgary, Canada

On site

28-01-2026

Company Name: ATB Financial
Job Title: ATB 101 - Mortgage Operations Student
Job Description: **Job Title** Mortgage Operations Student **Role Summary** An entry‑level, 4‑month internship focused on mortgage operations and commission processing. Supports mortgage specialists, broker partners, and internal teams by calculating incentive commissions, resolving inaccuracies, producing and analyzing financial reports, and managing draw mortgage inquiries. Provides operational support while learning financial services and mortgage industry principles. **Expectations** - Complete all assigned tasks within set deadlines. - Maintain high accuracy and attention to detail in all calculations and reports. - Demonstrate professional customer‑service orientation and strong communication with internal and external stakeholders. - Show initiative in learning mortgage processes and contributing to process improvements. **Key Responsibilities** - Process and calculate commission payments for Mortgage Specialists and Broker Partners. - Investigate incorrect commission cases, identify causes, and implement corrections. - Generate, analyze, and report on both current (“as‑is”) and future (“to‑be”) financial data. - Respond to inquiries and resolve issues related to draw mortgage applications. - Build and maintain positive relationships with internal teams (Accounts Payable, CFO, Mortgage Services) and external partners. - Support senior leadership in developing new platforms, processes, and reporting systems. - Identify opportunities for process efficiencies and recommend improvements. **Required Skills** - Strong analytical, problem‑solving, and planning abilities. - Ability to remain decisive, creative, and flexible within established policies. - High attention to detail and accurate data handling. - Excellent time‑management skills. - Strong verbal and written communication skills. - Exceptional customer‑service orientation and ability to establish professional relationships. - Willingness and ability to learn mortgage and build industry concepts. **Required Education & Certifications** - Currently enrolled in a postsecondary program in Economics, Finance, or a related sciences discipline. ---

Calgary, Canada

On site

03-02-2026