Everyday Financial Services (EFS) Practice Management Coach

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

Accelerate the EFS Market personal banking team capability, practice management effectiveness, and Branch execution across retail credit, entrepreneurial growth, and complex branch transactions. Through observational coaching, application process instruction, best practice implementation, and targeted skill development, the EFS Practice Management Coach works with sales team members and their leaders to refine client advice, elevate the quality of financial expertise across ATB, and deepen client relationships across ATB, including ATB Wealth and Business, while optimizing daily operations and enhancing the lending experience.

## Accountabilities

• Practice Management & Operational Efficiency: Embed practice management framework and best practices across branch teams, optimizing daily routines, client management processes, and workflow execution to maximize advisory capacity.
• Credit Quality & Lending Instruction: Deliver targeted coaching to advisors on consumer credit underwriting, loan structuring (mortgages, HELOCs, personal loans), and policy compliance to drive first-time approval rates and turnaround efficiency.
• Observational Coaching & Capability Building: Conduct structured in-person and digital observational coaching sessions with branch team members to strengthen client discovery, refine client advice, elevate financial expertise, and deepen client relationships across ATB, while enhancing consultative sales conversations and deal structuring.
• Complex Transaction Support: Guide advisors through high-touch client scenarios, including small business/entrepreneurial client conversations, and sensitive estate administration processes.
• Leadership Enablement: Partner with Branch Managers to identify individual and team skill gaps, providing actionable insights and coaching roadmaps to drive sustained sales performance.
• Performance Insights & Diagnostics: Monitor branch-level approval rates, rework trends, and quality metrics to proactively deploy targeted coaching interventions where gaps exist.
• Cross-Functional SME Alignment: Serve as a bridge between branch teams and specialized internal partners (Enterprise Learning &Development, Underwriting, Entrepreneurial Growth, Estate Advice Centre), connecting advisors with specialized resources to resolve complex client needs.

## Knowledge, Skills and Experience

• Lending Expertise: 3–5 years of ATB retail lending experience with deep functional knowledge of retail credit risk assessment, consumer lending policies, and loan structuring across mortgages, lines of credit, and personal loans.
• Coaching & Facilitation: Proven ability to deliver observational coaching, constructive feedback, and adult learning facilitation that drives measurable behavioral change.
• Retail Banking Acumen: Strong familiarity with adjacent branch functions, notably small business/entrepreneur banking fundamentals and estate administration workflows.
• Expert Advice: Completion of Canadian Securities Institute required learning for Senior Personal Banking role, including: Personal Financial Services Advice, CSI - Financial Planning I and CSI - Financial Planning II.
• Stakeholder Influence: Ability to build credibility quickly with Branch Managers, regional leaders, and credit risk partners.
• Analytical Thinking: Demonstrated capability to interpret pipeline and credit performance data to diagnose operational and training needs.

## Workplace Arrangement

This position has a hybrid work arrangement. You can work from anywhere in Alberta, but you will be required to attend in-person meetings at either ATB Campus in Calgary or ATB Place in Edmonton as needed.

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 Indigenous 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 [email protected]

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.