Relationship Manager - Real Estate

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 Relationship Manager (RM) Real Estate you will work with a team of ATB Business associates and business partners and be responsible for increasing and retaining business based on annual growth targets, and increasing the profitability of a specified portfolio of real estate customers. The RM excels at proactively developing new opportunities while retaining and growing existing relationships. At the heart of it, you are a relationship builder and connector who thrives on supporting the needs of our real estate clients in the province. You aim to become a trusted advisor through consistent support and a genuine desire to understand where our clients are, where they came from and where they are going.

Accountabilities

• You have a passion for commercial real estate and experience with different asset classes such as industrial, retail, office and multi-family.
• You meet and exceed customer needs and expectations by identifying products, services and opportunities they may not be aware of, in order to grow their business.
• You achieve set portfolio targets by growing your existing book of business and developing a pipeline of new loans and deposits.
• You regularly meet with clients, prospects and centers of influence, spending a majority of your time enhancing relationships with an aim to become a trusted advisor.
• You analyze client files for existing relationships and opportunities to maximize the relationship through new loan, mortgage, payroll, card, cash management, wealth management and deposit gathering business.
• You effectively manage your existing portfolio of real estate customers which includes renewing expired credits, initiating and following up on arrears and debt recovery.
• You effectively manage operational, regulatory & credit risk to ensure ATB’s risk tolerance is adhered to.
• You handle customer inquiries, concerns, and complaints expertly by resolving them in a timely manner.
• You respond and follow-up on opportunities generated and referred from other ATB sources of referrals.
• You establish and enhance ATB’s presence and profile in the real estate market through participating in business and community activities and remaining up-to-date on the real estate market.
• You have the capacity to work collaboratively with clients in a virtual manner, and are proactive in building relationships with clients and communities you are not always physically present in.
• You actively participate in sales team meetings, sharing successes, best practices and other information with the team.
• You are a role model of ATB Leadership Attributes and Values.
• You act as a mentor and play a key role in the ongoing development of more junior team members.

Skills, experience & requirements

• Post secondary education in business or related equivalent experience.
• 3-5 years of experience in commercial lending is required.
• Experience in commercial real estate lending is an asset.
• Experience in generating new business and meeting established targets considered an asset.
• Experience analyzing financial data and structuring credit recommendations is considered an asset.
• Ability to establish and maintain positive relationships with clients, prospects, internal contacts and associates.
• Strong negotiation and relationship building skills are considered an asset.
• Demonstrated entrepreneurial mindset with a confident, tactful and a persuasive demeanor.
• An inquisitive approach with the ability to connect and engage with new and existing clients with ease.
• Strong verbal and written communications skills.
• Broad based business knowledge and acumen.
• You have the capacity to work collaboratively with clients in a virtual manner, and are proactive in building relationships with clients and communities you are not always physically present in.
• A solid understanding of, and experience working in, the Real Estate sector and Real Estate lending would be 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 [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.