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Position Overview
As a vital member of our team, you will deliver expert business and financial guidance while managing a portfolio of esteemed small business clients. Your role as an ambassador for RBC in the local business community will be crucial as you utilize your skills in external marketing and client acquisition to foster new business opportunities and strengthen existing client relationships. Collaborating with other RBC advisors and specialists, you will help create a valued experience for our clients.
Key Responsibilities
- Develop, enhance, and maintain client relationships by providing customized, value-driven financial advice tailored to their specific needs.
- Engage proactively with clients to gather insights, assess their needs, and ensure their ongoing satisfaction with RBC services.
- Strategically plan and prioritize client interactions 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 any identified concerns.
- Promote digital engagement and advocate for RBC's mobile and online platforms, empowering clients to connect with RBC through their preferred channels.
- Be present on your clients' journeys by 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, Commitment to Lifelong Learning, Local Business Development, Prioritization Skills, Risk Management, Small Business Banking, Focus, Team Collaboration, and Time Management.
Additional Information
Employment Type: Full-time
Work Hours: 37.5 hours per week
Platform: Personal & Commercial Banking
Job Type: Regular
Pay Structure: Salaried
Commitment to Diversity and Inclusion
At RBC, we value diversity and inclusion as key drivers of innovation and growth. We are dedicated to fostering inclusive teams and creating an equitable workplace where employees can be their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.
Accessibility Commitment
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.
