Equipment Finance Specialist

1 month ago

Montréal QC, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As part of a national sales force, you contribute to RBC’s success by acquiring and retaining new clients. You will be responsible for providing professional advice and solutions to meet clients’ overall equipment financing needs while increasing revenue and client loyalty. You will prioritize and achieve business objectives through sales plans to acquire new clients and provide new or additional equipment financing solutions to existing RBC clients within your defined market territory.

You will also need to provide targeted financial advice and solutions to meet the client’s business and financial goals. You will need to collaborate with internal stakeholders and other colleagues from different areas of RBC to drive client loyalty and deepen long-term profitable client relationships.

**What will you do?**

**Client Experience**
- Build a prospect list, advance the relationship with each client and actively search for new clients to meet acquisition targets. Actively participates in banking/financial services industry activities, with a focus on local market to further confirm industry and professional expertise. Establish and maintain an active referral network
- Provide financial and business advice using a unique value proposition. Present solutions that clearly describe the benefits to the client. Help the client understand the different options, choose the proposed solutions that best suit them and implement them. Opportunity spotting and referring clients to RBC partners to meet broader advice needs.
- Understands client’s financial situation and leverages the knowledge of colleagues across RBC in pre-contact planning discussions for client meetings/calls in order to make the most effective use of available time and demonstrate an interest in the business.
- Takes ownership of customer problems at first point of contact by leveraging partners to effectively resolve problems.

**Client Solutions and New Client Acquisition**
- Develop a personal sales plan and review results and schedule a monthly/quarterly meeting to adjust activities as required to meet plan.
- Using input from applicable RBC partners, develop sales strategies that address the needs of all clients and prospects with the goal of increasing revenue, profitability and client loyalty with new and existing clients. Document Client Relationship Plan activities and track activities associated with each client strategy
- Use of tools to support sales routines such as actively participating in team meetings and using the Sales Pipeline tool to document all communications and sales results, and monthly/quarterly feedback on performance against goals.
- Expand network of internal and external contacts to take advantage of business opportunities and referrals. Develop expertise in assigned industry as required.
- As required, acts as the primary resource for our partners to make introductions to COIs and/or other business development activities to support new client acquisition.

**What do you need to succeed?**

**Must-Have’s**
- Proven sales ability to consistently meet and exceed sales targets
- Ability to read and analyze financial statements
- Strong sales techniques and understanding of business strategies to sell equipment financing solutions
- Ability to work independently remotely
- Ability to develop strong networks of business and industry relationships
- Excellent communication skills
- Proven ability to assess credit and minimize risk
- Great desire for achievement
- Demonstrates innovation and global perspective
- Use of tools such as Synergie, IPI, Lead.
- External representation by presentation or participation in events
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

**Assets**
- Minimum 2-3 years of experience working as a Relationship Manager, Commercial Financial Services

**What’s in it for you?**

We strive to meet the challenge of being our best mind, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.
- Network and develop lasting relationships with students from diverse backgrounds across Canada
- Participate in fun events and gamification challenges to help you build your career toolkit while enjoying work-life balance.
- Leaders who support your development through coaching and learning opportunities
- Work in a dynamic, collaborative, progressive and high-performing team
- Ability to make a difference and lasting impact
- Enjoy a comfortable working environment with the possibility of dressing casually

**Job Skills**

**Additional Job Details**

**Address**:
1 PLACE VILLE MARIE:MONTRÉAL

**City**:
MONTRÉAL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full ti

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