About the role
Job ID
1916
Work Type
Hybrid
Business unit
Everyday Financial Services
Pay grade
L - OTH
Apply before
05 September 2025
Number of openings
1
Posting type
Internal & External
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
As ATB’s next Client Experience Strategist, you will work with teams across ATB to develop long-term client strategies with a focus on acquisition, retention and deepening for ATB’s retail and entrepreneurial banking business in Everyday Financial Services (EFS). This role will play a crucial part in shaping key components of the Advice and Client Experience Strategy, and will liaise with internal teams to identify and capitalize on opportunities for growth. Reporting to the Director, Client and Team Member Experience, this role will span research, strategy development and stakeholder engagement functions, and will work collaboratively across the organization to ensure teams are set up well for successful implementation.The outcomes of these strategic initiatives include improved client experience, increased revenue, market share and client retention.
This is a 6 month term opportunity from September 2025 - March 2026.
Accountabilities
- Support the development of comprehensive end-to-end advice and client experience strategies and recommendations that will align team member experience, products, distribution channels and technology to support EFS’ growth over the next 3-5 years.
- Evaluate and manage impacts of the strategy on client experience and outcomes.
- Sense and scan emerging client behaviour patterns, client experience and market trends and technological advancements to maintain competitive advantage in strategic focus areas. Provide insights and recommendations to senior leadership on potential opportunities and risks.
- Develop and present compelling business cases for advice and client experience initiatives. Utilize data-driven analysis to justify investments in client experience strategies and demonstrate the expected return on investment.
- Create Client Experience Strategy artifacts and documentation that may be used by all levels of the organization (e.g. Strategic Journey Maps, Channel Strategy, Client and Team Member Experience frameworks).
- Consult/advise senior leadership team on management and coordination of strategy and deliverables.
- Leverage data-driven insights to embed learnings into project / program design and use them to track against strategic goals.
- Leverage multiple data inputs to build out forecasting and impact analysis.
- Support with identifying trade offs.
- Work cross functionally with teams from across ATB including: Team Member Experience, EFS Workforce Strategy, Client Experience and Technology, EFS Operations and Enablement, EFS Performance and Productivity, Finance, Marketing, and Risk to design strategy and ensure feasibility of strategic initiatives.
- Support organizational partnerships to support advice and client experience strategy.
Skills, experience & requirements
Distinctive Skills:
- Ability to advocate effectively for the Client
- Qualitative and quantitative research: comfortable conducting qualitative research and analyzing and interpreting quantitative data to ensure client experience recommendations are rooted in evidence
- Practiced at sensing and scanning internal and external trends that may impact client experience strategy
- Demonstrates thoughtful and effective stakeholder engagement, engages cross-functionally and partners throughout the strategy process
- Practiced at developing client-driven artifacts such as client journey maps, service blueprints, client personas, client segmentation
- Demonstrates advanced area expertise with the ability to explain rationale and guide others
- Demonstrates effective time and priority management
Education and Experience:
- Post-secondary education in Business (Marketing, Strategic Management, Consumer Psychology) or comparable industry experience (5-10 years)
- Banking/Financial Institution experience is an asset
Additional Information
You can work from anywhere in Alberta, but this role requires on-site meetings in Calgary or Edmonton. You’ll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives.
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.
About ATB Financial
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.
About the role
Job ID
1916
Work Type
Hybrid
Business unit
Everyday Financial Services
Pay grade
L - OTH
Apply before
05 September 2025
Number of openings
1
Posting type
Internal & External
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
As ATB’s next Client Experience Strategist, you will work with teams across ATB to develop long-term client strategies with a focus on acquisition, retention and deepening for ATB’s retail and entrepreneurial banking business in Everyday Financial Services (EFS). This role will play a crucial part in shaping key components of the Advice and Client Experience Strategy, and will liaise with internal teams to identify and capitalize on opportunities for growth. Reporting to the Director, Client and Team Member Experience, this role will span research, strategy development and stakeholder engagement functions, and will work collaboratively across the organization to ensure teams are set up well for successful implementation.The outcomes of these strategic initiatives include improved client experience, increased revenue, market share and client retention.
This is a 6 month term opportunity from September 2025 - March 2026.
Accountabilities
- Support the development of comprehensive end-to-end advice and client experience strategies and recommendations that will align team member experience, products, distribution channels and technology to support EFS’ growth over the next 3-5 years.
- Evaluate and manage impacts of the strategy on client experience and outcomes.
- Sense and scan emerging client behaviour patterns, client experience and market trends and technological advancements to maintain competitive advantage in strategic focus areas. Provide insights and recommendations to senior leadership on potential opportunities and risks.
- Develop and present compelling business cases for advice and client experience initiatives. Utilize data-driven analysis to justify investments in client experience strategies and demonstrate the expected return on investment.
- Create Client Experience Strategy artifacts and documentation that may be used by all levels of the organization (e.g. Strategic Journey Maps, Channel Strategy, Client and Team Member Experience frameworks).
- Consult/advise senior leadership team on management and coordination of strategy and deliverables.
- Leverage data-driven insights to embed learnings into project / program design and use them to track against strategic goals.
- Leverage multiple data inputs to build out forecasting and impact analysis.
- Support with identifying trade offs.
- Work cross functionally with teams from across ATB including: Team Member Experience, EFS Workforce Strategy, Client Experience and Technology, EFS Operations and Enablement, EFS Performance and Productivity, Finance, Marketing, and Risk to design strategy and ensure feasibility of strategic initiatives.
- Support organizational partnerships to support advice and client experience strategy.
Skills, experience & requirements
Distinctive Skills:
- Ability to advocate effectively for the Client
- Qualitative and quantitative research: comfortable conducting qualitative research and analyzing and interpreting quantitative data to ensure client experience recommendations are rooted in evidence
- Practiced at sensing and scanning internal and external trends that may impact client experience strategy
- Demonstrates thoughtful and effective stakeholder engagement, engages cross-functionally and partners throughout the strategy process
- Practiced at developing client-driven artifacts such as client journey maps, service blueprints, client personas, client segmentation
- Demonstrates advanced area expertise with the ability to explain rationale and guide others
- Demonstrates effective time and priority management
Education and Experience:
- Post-secondary education in Business (Marketing, Strategic Management, Consumer Psychology) or comparable industry experience (5-10 years)
- Banking/Financial Institution experience is an asset
Additional Information
You can work from anywhere in Alberta, but this role requires on-site meetings in Calgary or Edmonton. You’ll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives.
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.
About ATB Financial
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.