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Position Overview
As a key representative of RBC, you will deliver expert business and financial guidance while managing a portfolio of esteemed small business clients. Your role is pivotal in assisting these clients as they establish, operate, and expand their enterprises. By leveraging your skills in external marketing and client engagement, you will foster new business opportunities for RBC and enhance existing client relationships. Collaborating with fellow RBC advisors and specialists, you will help create a valued experience for our clients.
Key Responsibilities
- Develop, expand, and strengthen client relationships by providing customized, value-driven financial advice tailored to their specific needs.
- Engage proactively with clients to gather insights, understand their evolving needs, and ensure their satisfaction with RBC's offerings.
- Strategically plan and prioritize client and market initiatives, identifying opportunities and facilitating introductions to RBC partners to address clients' business and personal financial requirements.
- Mitigate risks and ensure compliance with banking protocols, formulating appropriate action plans in response to identified concerns.
- Promote digital engagement and advocate for RBC's mobile and online platforms, empowering clients to interact with RBC through their preferred channels.
- Be present in your clients' environments, visiting them on-site to gain a comprehensive understanding of their business goals and operations, as circumstances allow.
Essential Skills
Expertise in Banking Products, Client Acquisition Strategies, Effective Communication, Client Engagement, Credit Assessment, Curiosity, Customer Relationship Management (CRM), Financial Advisory Skills, Commitment to Lifelong Learning, Local Business Development, Prioritization Skills, Risk Management, Small Business Banking Knowledge, Focus, Team Collaboration, Time Management.
Additional Information
Work Hours: 37.5 hours per week
Employment Type: Full-time
Job Category: Personal & Commercial Banking
Compensation: Salaried position
Diversity and Inclusion Commitment
At RBC, we value diversity and inclusion as essential components of innovation and growth. We are dedicated to fostering inclusive teams and an equitable workplace where all employees can be their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.
Accessibility in Recruitment
We strive to provide an accessible candidate experience for all prospective employees, including those with different abilities. Please inform us if you require any accommodations during the recruitment process.
