Top Benefits
About the role
Job ID
1767
Work Type
Hybrid
Business unit
Client Experience and Technology
Pay grade
F - OTH
Apply before
28 July 2025
Number of openings
3
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 Fulfillment Specialist you are responsible for executing back-office transaction processing across a wide range of ATB activities to provide support across the entire enterprise.
Accountabilities
- The ability to review, prepare and interpret loan documentation for completeness. Ensure regulatory guidelines are adhered to and requires subject matter expertise on all things risk related to ensure clients are provided the best in class care
- Action backoffice requests through various queues and support loan operational activities.
- Be flexible, agile and willing to complete various activities as needed with attention to detail to eliminate risk and fraud which could result in losses to clients and ATB.
- Working with partners across varied platforms requires excellent communications skills to ensure clear, detailed and effective communication.
- Develop and maintain relationships with internal and external partners to have the foundation established to discuss and resolve issues to improve the overall client experience.
- Responsible for identifying processes that can be improved and efficiencies found and implemented to attain operational excellence and client obsession, including trends in the exception processing.
- Provide training when processes change and/or new processes are added and/or new team members join the team.
- Participate in process guide management on varied processes within the team.
- Robust investigation skills when acting as an escalation point for more complex issues within the team and in ServiceNow with the ability to troubleshoot system errors and changes in SAP/BaS.
Skills, experience & requirements
- Minimum 1-2 years with ATB or related banking experience, preferably with expertise in Loan Operations, and have demonstrated a high level of accuracy and attention to detail.
- Excellent understanding and knowledge of ATB related systems (Ex: CSA, Portal, BOX, SAP, CRM, CMS, GSuite, ServiceNow).
- Strong written/verbal communication with the ability to professionally communicate with external partners, team members and business partners across many levels.
- Strong understanding of Lean Methodology to be able to understand and apply the various principles and processes.
- Solid administrative, organizational, and priority planning skills to meet established deadlines and commitment agreements, keeping our clients at the heart of every request.
- Positive proactive attitude and ability to collaborate well with others but also able to work independently as needed.
- The commitment to living our ATB ID, our Purpose and our strategy so that we can achieve the results that are critical to our success as an organization.
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.
Top Benefits
About the role
Job ID
1767
Work Type
Hybrid
Business unit
Client Experience and Technology
Pay grade
F - OTH
Apply before
28 July 2025
Number of openings
3
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 Fulfillment Specialist you are responsible for executing back-office transaction processing across a wide range of ATB activities to provide support across the entire enterprise.
Accountabilities
- The ability to review, prepare and interpret loan documentation for completeness. Ensure regulatory guidelines are adhered to and requires subject matter expertise on all things risk related to ensure clients are provided the best in class care
- Action backoffice requests through various queues and support loan operational activities.
- Be flexible, agile and willing to complete various activities as needed with attention to detail to eliminate risk and fraud which could result in losses to clients and ATB.
- Working with partners across varied platforms requires excellent communications skills to ensure clear, detailed and effective communication.
- Develop and maintain relationships with internal and external partners to have the foundation established to discuss and resolve issues to improve the overall client experience.
- Responsible for identifying processes that can be improved and efficiencies found and implemented to attain operational excellence and client obsession, including trends in the exception processing.
- Provide training when processes change and/or new processes are added and/or new team members join the team.
- Participate in process guide management on varied processes within the team.
- Robust investigation skills when acting as an escalation point for more complex issues within the team and in ServiceNow with the ability to troubleshoot system errors and changes in SAP/BaS.
Skills, experience & requirements
- Minimum 1-2 years with ATB or related banking experience, preferably with expertise in Loan Operations, and have demonstrated a high level of accuracy and attention to detail.
- Excellent understanding and knowledge of ATB related systems (Ex: CSA, Portal, BOX, SAP, CRM, CMS, GSuite, ServiceNow).
- Strong written/verbal communication with the ability to professionally communicate with external partners, team members and business partners across many levels.
- Strong understanding of Lean Methodology to be able to understand and apply the various principles and processes.
- Solid administrative, organizational, and priority planning skills to meet established deadlines and commitment agreements, keeping our clients at the heart of every request.
- Positive proactive attitude and ability to collaborate well with others but also able to work independently as needed.
- The commitment to living our ATB ID, our Purpose and our strategy so that we can achieve the results that are critical to our success as an organization.
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.