Relationship Manager, Real Estate - Edmonton
ATB
Customer Service
Edmonton, AB, Canada
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) Investment Real Estate, you will work with a team of ATB Business associates and business partners to increase and retain 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 realestate 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
- Achieve portfolio targets by expanding existing accounts and aggressively building a pipeline of new loan and deposit opportunities.
- Leverage deep expertise across industrial, retail, office, and multi-family asset classes to provide tailored financial solutions.
- Act as a trusted advisor by identifying underutilized products—including cash management, wealth management, and master card—to help clients scale their operations.
- Enhance the brand’s profile through active participation in industry events, community activities, and professional networking (COIs).
- Maintain a strong presence with clients and prospects, utilizing both in-person and virtual engagement strategies to build rapport across diverse geographies
- Oversee the full credit lifecycle, including proactive renewals, managing arrears, and executing debt recovery strategies.
- Actively manage and convert internal leads while contributing to a collaborative ecosystem by sharing best practices and success stories with the sales team.
- Ensure all activities adhere to operational, regulatory, and credit risk tolerances to protect the interests of the organization and the client.
- Address complex customer inquiries and complaints with urgency and professionalism.
- Embody organizational leadership attributes by mentoring junior team members and fostering a culture of continuous development.
Skills, Experience & Requirements
- 3–5 years of experience in Investment Real Estate lending is required.
- Post-secondary degree in Business, Finance, Economics, or a related field (equivalent professional experience will be considered).
- Proven track record in generating new business and meeting established growth targets.
- Experience in analyzing financial data and structuring credit recommendations is required.
- Leverage deep expertise across CMHC, industrial, retail, office, and multi-family asset classes to provide tailored financial solutions.
- Advanced relationship-building and negotiation skills, with the ability to navigate complex deal structures.
- A proactive, inquisitive, and persuasive approach to client engagement, with the confidence to challenge the status quo.
- Exceptional verbal and written communication skills, with the ability to articulate financial concepts clearly to diverse stakeholders.
- Proficiency in building trust and managing high-value relationships virtually, maintaining a strong presence in communities where you may not be physically based.
- Natural ability to connect with clients, prospects, and internal associates to foster a collaborative team environment.
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.