OPPORTUNITY PROFILE ATB Financial - Head of Indigenous Financial Services - Leaders International
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OPPORTUNITY PROFILE ATB Financial Head of Indigenous Financial Services
The Organization
At ATB Financial, we put people first. We've been doing it for more than 80 years. In that time, we've grown
and changed from one small Treasury Branch to become the largest Alberta-based financial institution, with
assets of more than $55.8 billion. Along the way, we’ve transformed people’s understanding of what banking
can–and should–make possible. And we’re just getting started, www.atb.com.
Today, more than 5,000 team members serve over 777,000 customers in 245 Alberta communities. Just like
our clients, we're Albertans and we work beside them in their communities through a network of more than
300 locations across Alberta. We’re invested in their success because it's our success too. We're proud of
what we do and how we do it. And we're especially proud of the people who help us do it.
In 2020, ATB was recognized by Great Place to Work® Canada as being the #1 place to work in Canada, as
well as Best Workplaces for Inclusion and Best Workplaces for Women. Learn more about ATB’s many
employer awards and why people choose to work there at: www.atb.com/company/careers/why-atb
Diversity, Inclusion and Belonging (D&I) – Truth and Reconciliation
ATB is committed to advancing critically important diversity, inclusion and reconciliation practices. The four
pillars of ATB’s D&I strategy focus on:
• Culture and awareness
• Inclusive talent systems
• Inclusive leadership skills
• D&I organizational enablement
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Our commitments to Indigenous peoples are evolving and growing. There is much work to be done on our
path forward to Truth and Reconciliation, but the organization has strong internal support for this work.
Some initiatives to date include:
• Promoting Indigenous cultural awareness and recognition
• Indigenous Team Member Network (Employee resource group)
• Increasing representation of Indigenous team members
• Advancing our partnership with the Canadian Council for Aboriginal Business (CCAB) and working
toward attaining our Progressive Aboriginal Relations (PAR) Gold certification
• Launching a comprehensive banking strategy to better support Indigenous communities
• A comprehensive economic assessment of Alberta’s Indigenous economy in partnership with MNP
Indigenous Portfolio Strategies
The Business engagement stream is one of four focus areas of an enterprise-wide strategy and is imperative
to ATB’s market growth. The Indigenous Financial Services strategy includes clear objectives and measures
of success. In addition, market research and community engagement contributed to a robust action plan
required in Fiscal Year 2021-22 to ensure market capabilities that will enable growth. The new leader for this
portfolio will have the autonomy to influence and adapt the strategic development plan per their expertise
while being responsible for overseeing and empowering the team through successful implementation. At
ATB, we work in a connected network and this leader will have the responsibility to coordinate and align the
many enterprise champions throughout the organization that will work in support of the collective
commitment to reconciliation. The emerging business focuses are:
• Enhance a holistic, integrated value proposition for Indigenous communities, businesses and citizens
• Establish relevant financial services unique to Indigenous client needs
• Develop capital optionality for Indigenous communities that enables economic reconciliation and
growth
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The Role
ATB has developed a trusted reputation. It is now time to convert the internal proven commitment to
reconciliation into a practical, relevant market competitive offer for Indigenous clients. We are seeking a
community minded banking leader that will help us mature our offer with the ability to design the systems
and team to do it. The Head of Indigenous Financial Services will guide ATB through the next stage of cultural
change by creating deep and meaningful relationships with Indigenous governments and businesses
recognizing the potential of this growing population as future team members and clients.
Reporting to the Vice President, Business Adaptation and Market Development, the Head of Indigenous
Financial Services will lead the development and implementation of ATB's Indigenous reconciliation
commitment and business development strategy in collaboration with senior leaders across the business. A
revenue-generating role, this person will build long term, profitable and sustainable partnerships by
leveraging an inclusive strategy for market growth.
The Head of Indigenous Financial Services will lead a team of three:
• Manager, Indigenous Relations
• Senior Relationship Manager, Indigenous Business Banking
• Director, Indigenous Corporate Banking
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Responsibilities Brand Ambassador As a brand ambassador, the Head of Indigenous Financial Services is an engaged leader who is active across all Indigenous communities, an experienced professional in the realm of Indigenous government relations, and an expert communicator who brings awareness of ATB's offerings while listening for new ways for ATB to advance the economic opportunities of Indigenous communities across Alberta. This leader, and the respective team, works in collaboration with all the other areas of ATB to fully integrate the partnership and relationship with Indigenous peoples into everyday life at ATB. Market Strategy This role will provide leadership across ATB in the establishment and execution of a differentiated market strategy that leverages best practices in market and aligns with the company-wide corporate objectives. In addition, provide leadership that establishes collaborative relationships with supporting functions (Experience Office (XO), Business Banking, Finance, Credit, Operations) in the service of achieving the Indigenous segment goals and to ensure effective integration of ATB's services and products. Government and Community Relations This role requires a high degree of specialization in government, corporate and community relations. Influencing external policy makers within provincial and federal governments, and Indigenous governments, the role requires a highly connected leader who knows the provincial landscape, the business community and influential Indigenous business owners. Strategy Development Setting the direction for an impactful horizontal strategy and working in partnership with all areas of expertise and the Experience Office to design and develop a meaningful value proposition for the Indigenous sector, this role provides support across the organization regarding equity, diversity and inclusion. The corporate development pillars of the horizontal strategy include Cultural Recognition, Corporate Inclusion, and Talent Development. ATB – Head of Indigenous Financial Services 5
Qualifications
Education
• University degree in business, finance or a related discipline.
Indigenous Knowledge
• Deep knowledge of Indigenous histories, protocols and values
• Commitment to reconciliation and respectful community engagement
• Passion for Indigenous business and commitment to advancing the Indigenous economy and the
aspirations of Indigenous peoples
• Knowledge of Alberta’s Indigenous communities considered an asset
• Strong understanding of Indigenous programs and service delivery
Experience and skills
• 7-10 years' experience in business banking, financial services and/or Indigenous economic
development. In-depth knowledge of commercial lending preferred.
• Demonstrated experience managing, developing and leading teams
• Well-developed network of industry, business and government relationships
• Strong research and business analysis skills
• Direct experience leading the corporate response to economic trends, opportunities within the
Indigenous economy, and relevant internal process or program change
• Experience working effectively with Indigenous people and organizations including client relationship
management
• Leadership and influencing skills; excellent connector, listener, negotiator, with people of all socio-
economic levels and expertise; strong ability to build trust
• Strong Indigenous government and/or corporate relations background, with an understanding of
the governing policy and practices unique to each Indigenous group
• Experience leading corporate inclusion and reconciliation initiatives
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• Strong professional communications and storytelling skills including direct experience with public
presentations, technical writing, social media and communications planning
• Exceptional leadership skills including tact, diplomacy, discretion and sound judgement
• Takes initiative and works positively and effectively to manage multiple priorities
To Apply
This is an exciting leadership role that offers a unique opportunity to set strategic direction and execute on
ATB’s Indigenous banking and relations initiatives. To apply, please submit a cover letter and resume directly
to Leaders International at Calgary@leadersinternational.com outlining your interest, qualifications, and
experience. Preference will be given to candidates who self-identify as Indigenous.
For more details, or to further explore this opportunity, contact:
Laurie Sterritt | Partner Heather Fookes | Senior Consultant
Leaders International Leaders International
Vancouver, British Columbia Calgary, Alberta
laurie@leadersinternational.com heatherf@leadersinternational.com
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