Portfolio Support Specialist Student

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

ATB 101 is a student work experience and engagement program! Our ATB 101 students play an integral role in the success of our business. As an ATB 101 student you will have a unique opportunity to contribute to ATB through challenging, meaningful and diverse opportunities and make a positive impact for our clients and each other. Oh and we promise you’ll have a lot of fun doing it!

ATB is more than just a bank and ATB 101 is more than just a student job.

Do you want to have an opportunity to work with customers, businesses and industries that drive Alberta’s economy? Do you have a desire to understand the very core of our business and be part of the evolution of serving our customers? If so, ATB might be right for you.

Accountabilities

As ATB’s next Portfolio Support Specialist Student, you will play a critical role in acting as a liaison between the Portfolio Loan Support team and the Sales teams. Successful candidates will be responsible for ensuring accurate and efficient execution and risk management to facilitate the needs of our clients. This role will have ownership of critical client information including data collection for population into credit risk tools (ie. AFC), disseminating documentation, managing maintenance of collateral, providing reporting oversight and managing the execution of funding requests. The ideal candidate will possess a growth mindset, strong teamwork and collaboration skills, and financial analysis acumen to understand financial statements and forecasting.

• Utilize financial information to support analysis and administration of key support processes, including financial analysis and data input, margining calculations, trending analysis, financial covenant calculations and track remedies to completion.
• Review and maintenance of collateral documents by conducting periodic review to confirm collateral risk is sufficiently mitigated.
• Other tasks or projects related to the underwriting and credit quality oversight of our business banking client base.

Skills, experience & requirements

• Be passionate and motivated about pursuing a career in accounting and/or finance.
• Currently enrolled in, or a recent graduate from a degree program in Business Commerce, Economics or Finance.
• Have a strong sense of personal accountability. We are looking for someone who takes pride in their work and takes personal accountability to ensure that deliverables are of strong quality.
• Have a strong working knowledge of Excel and Google.
• Come with an analytical mind. Be confident to ask questions, seeking information, dissect problems, and suggest innovative solutions.
• Be humble and confident. We encourage you to put your hand up and ask for help when needed. After all, we are all united in our goal of customer obsession.
• A curious mind, a person that is always asking why but is able to balance that with extremely strong execution.

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.