Director, Structuring & Execution at ATB Financial

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

As ATB’s next Director, Structuring & Execution, you will be a key contributor to the ATB Cormark Capital Markets multi-coverage platform. You will deliver credit products and solutions with expert advisory services to our clients. The execution team works closely with the origination team, Corporate Banking Executive Directors (“ED”). From structuring and underwriting of transactions to funding and ongoing maintenance of the relationship, you will be responsible for ATB’s lending process and portfolio management from start to finish. You will be reporting to the Managing Director, Structuring & Execution.

Accountabilities

Accountabilities

• Contribute to the overall financial targets of ATB Cormark Capital Markets.
• Manage the deal structure and credit process, including new applications, increases, and material amendments (in consultation with the ED).
• Structure and complete term sheets, loan advisories, and credit applications.
• Use of lending platforms (nCino) and risk models for underwriting.
• Acting as the primary credit contact, participating in lender meetings, and attending site visits with the ED.
• Maintaining accurate client data within the Salesforce platform.
• Collaboration and coordination with the ED on business opportunities, lending strategy and Board Memos.
• Client interactions at various levels to ensure flawless execution of requests and needs from start to finish.
• Addressing or referring new opportunities identified during customer interactions.
• Gathering required information and finding a solution.
• Negotiating and finalizing loan, security, and Financial Markets documentation (e.g., ISDA).
• All functions related to the underwriting, onboarding and fulfillment of Credit related products.
• Leverage internal and external partners in collaboration with the ED to meet client needs.
• Acts as a “go-to” person for credit topics and provides guidance and leadership to Capital Markets Associate Directors and peers.
• Maintain relationships with 3rd parties (Agents, Syndicate Leads / Participant banks, Solicitors, Industry experts, Technical advisors).
• Oversight and completeness of all compliance activities on your Credit portfolio.
• Assist in project work as appropriate.

Portfolio Health: Manage the following with support from ATB back-office teams:

• Minimize the risk related to loan loss provisions by managing your loan portfolio at an acceptable level.
• Acting promptly on deteriorating credit conditions. Maintain and report on the corporate health of the portfolio, including margining and covenants.
• Monitoring Overdrafts/Wire Transfers.
• Following up on internal audit or secondary file review items.
• Engaging internal and external partners in a timely manner when required.

Skills, Experience & Requirements

• 7+ years of underwriting in a corporate banking / commercial banking environment or similar background.
• 5+ years of experience in Senior Debt and/or Structured Debt solutions or related industry experience.
• Keen interest in the energy industry (E&P). Prior Energy experience is an asset.
• A desire to master complex debt structuring and capital markets execution.
• Strong understanding of credit and security documentation.
• Strong financial and risk analysis skills with good understanding of accounting standards and financial modeling.
• MBA / CFA / CPA / CBV are considered an asset.
• Strong team player with a collaborative approach and excellent interpersonal skills.

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

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