Current jobs related to Relationship Manager Intern, Commercial Financial Services Specialist - Vernon, British Columbia - RBC
-
Business Banking Specialist
2 weeks ago
Vernon, British Columbia, Canada Envision Financial Full timeBusiness Banking AdvisorWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new business.Manage and...
-
Business Banking Specialist
1 month ago
Vernon, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new...
-
Business Banking Specialist
1 month ago
Vernon, British Columbia, Canada Envision Financial Full timeBusiness Banking Advisor RoleWe are seeking a skilled Business Banking Advisor to manage and grow an assigned portfolio of business banking members and their associated retail banking and wealth management needs.Key Responsibilities:Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new...
-
Insurance Business Development Manager
2 weeks ago
Vernon, British Columbia, Canada western financial Full timeRole OverviewAs a key member of our team at Western Financial Group, the Account Executive will play a vital role in building and managing a book of business, ensuring our customers have the right insurance coverage. This is a hybrid work opportunity that requires a strong Commercial Insurance expertise and excellent customer service skills.Key...
-
Commercial Insurance Specialist
2 weeks ago
Vernon, British Columbia, Canada Western Coast Insurance Services Full timeTruthfulness | Fairness | Value | LoyaltyAt Western Coast Insurance Services, we take pride in delivering the right insurance solution every time. As an Account Executive, you will use your Commercial Insurance expertise to build and manage a book of business, ensuring our customers have the coverage they need.A Day in the LifeSupport new and existing...
-
Mortgage Specialist
4 weeks ago
Vernon, British Columbia, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application and processing process.Key ResponsibilitiesDevelop and execute...
-
Mortgage Specialist
4 weeks ago
Vernon, British Columbia, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application and processing process.Key ResponsibilitiesDevelop and execute...
-
Mortgage Specialist
4 weeks ago
Vernon, British Columbia, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application and processing process.Key ResponsibilitiesDevelop and execute...
-
Mortgage Specialist
2 months ago
Vernon, British Columbia, Canada BMO Full timeAbout the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of homeownership.Key ResponsibilitiesDevelop and execute effective marketing and sales strategies to drive business results.Cultivate and maintain relationships with a referral...
-
Mortgage Specialist
2 months ago
Vernon, British Columbia, Canada BMO Full timeAbout the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of homeownership.Key ResponsibilitiesDevelop and execute effective marketing and sales strategies to drive business results.Cultivate and maintain relationships with a referral...
-
Mortgage Specialist
4 weeks ago
Vernon, British Columbia, Canada BMO Full timeSummary: Mortgage Specialist role involves cultivating relationships, identifying sales opportunities, and developing marketing programs to drive business results in the home financing market. BMO Financial Group is seeking a Mortgage Specialist to join their team. As a Mortgage Specialist, you will be responsible for cultivating relationships with a...
-
Financial Services Professional
2 months ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Services Professional at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. You will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and creating customized...
-
Financial Reporting Specialist
2 weeks ago
Vernon, British Columbia, Canada Tolko Industries Full timeFinancial Reporting SpecialistWe are seeking a skilled Financial Reporting Specialist to join our team at Tolko Industries. As a key member of our finance department, you will be responsible for preparing and analyzing financial statements, budgets, and forecasts.Key Responsibilities:Prepare month-end financial statements, analysis, and other related...
-
Local Business Relationship Manager
2 weeks ago
Vernon, British Columbia, Canada Prospera Credit Union Full timeProspera Credit Union: A Community-Driven OrganizationWe are seeking a skilled Local Business Relationship Manager to join our team in Vernon. As a key member of our community-based organization, you will be responsible for building and maintaining relationships with local businesses and entrepreneurs.Key Responsibilities:Maintain a network of key contacts...
-
Commercial Lines Specialist
2 months ago
Vernon, British Columbia, Canada Acera Insurance Full timeAbout the RoleWe are seeking a highly skilled and experienced Insurance Broker to join our team at Acera Insurance. As an Insurance Broker, you will play a key role in marketing and selling commercial insurance products to clients, while providing exceptional customer service and support.Key ResponsibilitiesPrepare and review insurance documentation,...
-
Financial Record Specialist
2 weeks ago
Vernon, British Columbia, Canada beBee Professionals Full time $40,000 - $60,000We are seeking a detail-oriented Financial Record Specialist to join our finance team at beBee Professionals in Vernon. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...
-
Financial Analyst
1 month ago
Vernon, British Columbia, Canada Tolko Industries Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Tolko Industries. As a key member of our finance department, you will be responsible for preparing and analyzing financial reports, ensuring accurate and timely financial information for our business leaders.Key ResponsibilitiesPrepare and analyze financial...
-
Mortgage Specialist
2 weeks ago
Vernon, British Columbia, Canada BMO Full timeAbout the RoleBMO is seeking a highly skilled and motivated Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships with...
-
Banking and Financial Services Professional
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?This role requires a client-focused sales professional with natural problem-solving skills to maximize each client interaction. You will help clients with their everyday banking, credit, and investment needs, adding value in the moments that matter most to clients and collaborating with RBC partners to help...
-
Business Development Manager
4 weeks ago
Vernon, British Columbia, Canada Prospera Credit Union Full timeJob Title: Local Business Relationship ManagerProspera Credit Union is seeking a highly skilled and experienced Local Business Relationship Manager to join our team in Vernon. As a key member of our commercial banking team, you will be responsible for building and maintaining relationships with local businesses and entrepreneurs, providing them with...
Relationship Manager Intern, Commercial Financial Services Specialist
2 months ago
This is a proactive, face-to-face client relationship role in RBC's Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training.
Key Responsibilities- Deliver value-added financial advice and solutions that are tailored to your clients.
- Leverage sales enabling tools, including sales planning, prospecting, and pre-call planning tools.
- Apply a continuous-improvement approach to delivering a superior client experience.
- Develop your needs-based sales strategy for all clients and prospects in order to grow revenue, deepen client relationships and achieve a high standard of client loyalty.
To succeed in this role, you will need:
- Minimum 1-2 years of experience in commercial lending preferred, as well as previous banking experience in a relationship management role.
- A post-secondary diploma/degree, ideally in commerce or business administration, or related experience.
- Demonstrated success in a business development role, especially with respect to the acquisition of new clients, prospecting, and cold calling.
- Financial statement review and computer modeling and analysis experience.
- Experience with emerging communications and technology.
The following qualifications would be an asset:
- Passion for providing quality advice and fulfilling client needs.
- Strong interpersonal and negotiation skills.
- Entrepreneurial attitude and self-motivation to achieve above average results.
- Continuous learner with a deep curiosity for understanding diverse customers and is up-to-date with changes in client needs, procedures, and relevant products.
We offer a comprehensive Total Rewards Program, including performance-based bonuses, flexible benefits, and competitive compensation. Our leaders support your development through coaching and managing opportunities. You will work in a dynamic, collaborative, progressive, and high-performing team. We also offer a world-class training program in financial services.
Job SkillsThe following skills are essential for this role:
- Adaptability
- Business Development
- Client Centricity
- Communication
- Critical Thinking
- Curiosity
- Financial Acumen
- Practice Management
