Member Service Specialist 12 Jobs in Kelowna, British Columbia, Canada
Create alert for “Member Service Specialist 12”
Kelowna, British Columbia, Canada
Financial Counterparty Underwriter - 12 Month Term
About the role
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).
About
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
Please note: This is a temporary 12 month term opportunity. This position has a hybrid work arrangement. On average, this means 1 day(s) on-site per week. Please note that this is subject to change due to business priorities.
As the next Senior Business Solutions Specialist within the Business Solutions Capital Markets team, you will play a critical role in evaluating and managing the credit risk associated with ATB’s domestic and global financial counterparties. The sophistication and breadth of work encompassed within the Counterparty Portfolio has continued to increase as the portfolio has grown, with Financial Counterparties ranging across a variety of different entities including traditional Banks; both domestic and international, Municipalities, Provincial and Government entities, Pension and Asset Management entities, a variety of insurance providers, and Investment Grade Corporates. You will be responsible for the end-to-end credit underwriting process, and preparation of Application For Credit (AFC) submissions for formal approval by Credit Risk.
Accountabilities
Works collaboratively with internal partners and stakeholders, including the FIG (Financial Institutions Group) lead, Credit Risk, our FICC Team (Fixed Income, Currencies & Commodities), Corporate Settlements, AML & Compliance, Legal and Treasury in supporting the enterprise needs and objectives in a timely manner. Utilizes various resources such as Moody’s, S&P, Fitch, DBRS, and Marsh Market Information, to prepare detailed credit assessments through the completion of applications for credit. This includes rigorous benchmarking analysis to ensure the counterparty meets our credit risk policy while also being aware of potential impacts to credit ratings that could affect authorized limits and exposure. Manages the counterparty renewals, and workflow appropriately to ensure there are no past due expiries. Engages with external counterparties as required in supporting the relevant onboard requirements, and any operational elements that may arise.
Skills, Experience & Requirements
Business fundamentals - Financial Services Domain knowledge
Underwriting and/or lending experience Financial statement & Credit risk analysis and assessment Excellent oral communication and presentation skills - a strong ability to communicate clearly and effectively with team members, stakeholders, and other internal partners Bachelor’s degree in Business Administration, Finance, Economics, or other related field Chartered Financial Analyst accreditation or Graduate level education is an asset
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.
Not the right fit? Search for Financial Counterparty Underwriter - 12 Month Term jobs in Calgary, Alberta, Canada
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.