About the role
Job ID
2045
Work Type
Hybrid
Business unit
Advisory Services
Pay grade
G - OTH
Apply before
09 October 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 Settlements Analyst II you drive execution of a high volume of requests. The successful candidate will be responsible for the accurate and efficient processing of money movement requests, ensuring compliance with regulatory requirements and operational best practices. This role requires a detail-oriented individual with a strong understanding of financial operations and the ability to quickly learn and apply new procedures.
Please Note: This is a 12-month term role with the possibility of becoming a permanent position.
Accountabilities
- Accurately review and process requests that come through various queues, demonstrate ability to be agile and process a variety of requests that come through various platforms.
- Able to work independently, collaborate with ATB Wealth colleagues and use resources to problem solve.
- Ability to understand and relate the processing picture to the client story and exceed client expectations in processing.
- Uses good judgement and apply critical thinking skills to make decisions within recognized limits.
- Accurately interpret and investigate requests from multiple sources, multiple channels and systems, assess risk to ATB and resolve or reject the incoming requests, effectively communicating the result to the requestor in a professional manner.
- In-depth knowledge of applicable legislation, policy and guidelines related to requests.
Skills, experience & requirements
- Post secondary education or diploma is an asset.
- Experience within the Securities Industry or IIROC licensed firm is an asset.
- Strong technical proficiencies, including G-Suite programs, and the ability to quickly learn various other technical programs related to the Investment Industry.
- Client obsessed, a champion of belonging, and driven to perform. Previous client service experience is an asset.
- Excellent interpersonal skills and demonstrated ability to work with a team.
- Excellent verbal and written communication skills and a demonstrated ability to communicate by email, video conferencing, and in person.
- Excellent time management skills, able to prioritize requests and working within limited time frames.
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
2045
Work Type
Hybrid
Business unit
Advisory Services
Pay grade
G - OTH
Apply before
09 October 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 Settlements Analyst II you drive execution of a high volume of requests. The successful candidate will be responsible for the accurate and efficient processing of money movement requests, ensuring compliance with regulatory requirements and operational best practices. This role requires a detail-oriented individual with a strong understanding of financial operations and the ability to quickly learn and apply new procedures.
Please Note: This is a 12-month term role with the possibility of becoming a permanent position.
Accountabilities
- Accurately review and process requests that come through various queues, demonstrate ability to be agile and process a variety of requests that come through various platforms.
- Able to work independently, collaborate with ATB Wealth colleagues and use resources to problem solve.
- Ability to understand and relate the processing picture to the client story and exceed client expectations in processing.
- Uses good judgement and apply critical thinking skills to make decisions within recognized limits.
- Accurately interpret and investigate requests from multiple sources, multiple channels and systems, assess risk to ATB and resolve or reject the incoming requests, effectively communicating the result to the requestor in a professional manner.
- In-depth knowledge of applicable legislation, policy and guidelines related to requests.
Skills, experience & requirements
- Post secondary education or diploma is an asset.
- Experience within the Securities Industry or IIROC licensed firm is an asset.
- Strong technical proficiencies, including G-Suite programs, and the ability to quickly learn various other technical programs related to the Investment Industry.
- Client obsessed, a champion of belonging, and driven to perform. Previous client service experience is an asset.
- Excellent interpersonal skills and demonstrated ability to work with a team.
- Excellent verbal and written communication skills and a demonstrated ability to communicate by email, video conferencing, and in person.
- Excellent time management skills, able to prioritize requests and working within limited time frames.
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.