About the role
Job ID
2021
Work Type
Hybrid
Business unit
Advisory Services
Pay grade
K - OTH
Apply before
28 September 2025
Number of openings
2
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 Operations Analyst in Advisory Services, we are seeking a collaborative and analytical team member to join our team to support the execution of CRM Experience for both the Consumer Services & Wealth Salesforce applications.
Please note this is a temporary 3 month opportunity.
Accountabilities
- CRM Experience:
- User Enablement: Accountable for developing and delivering training materials, job aides, communications and sessions to Salesforce users, ensuring a high level of user adoption and proficiency in leveraging the CRM for their daily activities.
- User Support: Accountable for providing timely and effective first and second-line support to Salesforce users, troubleshooting issues, answering how-to questions, and escalating complex problems to relevant teams when necessary.
- Process Documentation: Accountable for creating and maintaining comprehensive documentation of CRM processes and best practices to ensure consistency and knowledge transfer.
- User Feedback and Enhancement Identification: Accountable for gathering and analyzing user feedback on the CRM experience, identifying pain points and opportunities for system or process improvements.
- Reporting & Analytics:
- Report and Dashboard Development: Responsible for creating and maintaining standard and custom reports and dashboards within Salesforce in collaboration with supporting teams to provide actionable insights into CRM performance, sales metrics, client trends, and user activity.
- Data Analysis: Accountable for analyzing CRM data to identify trends, patterns, and opportunities for process optimization and improved client experiences.
- Performance Monitoring: Accountable for monitoring key Salesforce performance metrics and user adoption rates, reporting on findings and recommending corrective actions as needed.
- Process Improvement & Collaboration:
- Business Process Mapping: Accountable for assisting in the documentation and optimization of business processes that interact with or are supported by Salesforce, identifying areas for efficiency gains.
- Cross-functional Collaboration: Accountable for collaborating effectively within BIP and Advisory Services, in addition to areas such as EFS, CXT and PCBC to understand their CRM needs and translate them into Salesforce solutions.
- Requirement Gathering (Supportive): Accountable for assisting in gathering and documenting business requirements for new Salesforce features or enhancements, working closely with stakeholders.
- Release Management (Supportive): Accountable for assisting with testing and deployment activities related to Salesforce releases and new features, ensuring minimal disruption to users.
- Governance:
- CRM CoE (Center of Excellence): Accountable to maintain the Terms of Reference for the CoE, develop materials, tools and processes to execute against the CoE’s operational and strategic plans and maturity roadmap.
Skills, experience & requirements
- 2-4+ years of relevant experience in an operations role, business operations, sales operations, or a dedicated Salesforce administrator/analyst role.
- Business Banking and/or Wealth (Advisory Services) expertise and understanding is an asset
- Experience or proficiency with Salesforce, nCino, Google Workspace, JIRA, Box, SAP CRM and DocuSign would be considered an asset
- Exposure to project methodologies (Agile, Lean, Waterfall)
- Ability to identify trends, patterns, and insights from data to drive process improvements and strategic recommendations.
- Aptitude for diagnosing issues within CRM systems and providing logical, efficient solutions.
- Ability to think critically about how to optimize systems and empower users.
- Proactive in identifying opportunities for improvement.
- Excellent verbal and written communication skills to articulate technical concepts to non-technical stakeholders and to document processes clearly.
- Strong interpersonal skills and a client-centric mindset.
- High attention to detail to ensure data accuracy and consistency.
Proven track record of improving operational efficiency or user experience through system enhancements or process changes.
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
2021
Work Type
Hybrid
Business unit
Advisory Services
Pay grade
K - OTH
Apply before
28 September 2025
Number of openings
2
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 Operations Analyst in Advisory Services, we are seeking a collaborative and analytical team member to join our team to support the execution of CRM Experience for both the Consumer Services & Wealth Salesforce applications.
Please note this is a temporary 3 month opportunity.
Accountabilities
- CRM Experience:
- User Enablement: Accountable for developing and delivering training materials, job aides, communications and sessions to Salesforce users, ensuring a high level of user adoption and proficiency in leveraging the CRM for their daily activities.
- User Support: Accountable for providing timely and effective first and second-line support to Salesforce users, troubleshooting issues, answering how-to questions, and escalating complex problems to relevant teams when necessary.
- Process Documentation: Accountable for creating and maintaining comprehensive documentation of CRM processes and best practices to ensure consistency and knowledge transfer.
- User Feedback and Enhancement Identification: Accountable for gathering and analyzing user feedback on the CRM experience, identifying pain points and opportunities for system or process improvements.
- Reporting & Analytics:
- Report and Dashboard Development: Responsible for creating and maintaining standard and custom reports and dashboards within Salesforce in collaboration with supporting teams to provide actionable insights into CRM performance, sales metrics, client trends, and user activity.
- Data Analysis: Accountable for analyzing CRM data to identify trends, patterns, and opportunities for process optimization and improved client experiences.
- Performance Monitoring: Accountable for monitoring key Salesforce performance metrics and user adoption rates, reporting on findings and recommending corrective actions as needed.
- Process Improvement & Collaboration:
- Business Process Mapping: Accountable for assisting in the documentation and optimization of business processes that interact with or are supported by Salesforce, identifying areas for efficiency gains.
- Cross-functional Collaboration: Accountable for collaborating effectively within BIP and Advisory Services, in addition to areas such as EFS, CXT and PCBC to understand their CRM needs and translate them into Salesforce solutions.
- Requirement Gathering (Supportive): Accountable for assisting in gathering and documenting business requirements for new Salesforce features or enhancements, working closely with stakeholders.
- Release Management (Supportive): Accountable for assisting with testing and deployment activities related to Salesforce releases and new features, ensuring minimal disruption to users.
- Governance:
- CRM CoE (Center of Excellence): Accountable to maintain the Terms of Reference for the CoE, develop materials, tools and processes to execute against the CoE’s operational and strategic plans and maturity roadmap.
Skills, experience & requirements
- 2-4+ years of relevant experience in an operations role, business operations, sales operations, or a dedicated Salesforce administrator/analyst role.
- Business Banking and/or Wealth (Advisory Services) expertise and understanding is an asset
- Experience or proficiency with Salesforce, nCino, Google Workspace, JIRA, Box, SAP CRM and DocuSign would be considered an asset
- Exposure to project methodologies (Agile, Lean, Waterfall)
- Ability to identify trends, patterns, and insights from data to drive process improvements and strategic recommendations.
- Aptitude for diagnosing issues within CRM systems and providing logical, efficient solutions.
- Ability to think critically about how to optimize systems and empower users.
- Proactive in identifying opportunities for improvement.
- Excellent verbal and written communication skills to articulate technical concepts to non-technical stakeholders and to document processes clearly.
- Strong interpersonal skills and a client-centric mindset.
- High attention to detail to ensure data accuracy and consistency.
Proven track record of improving operational efficiency or user experience through system enhancements or process changes.
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.