Client Relationship Specialist

6 days ago

Cranbrook, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

You will provide strategic business advice and manage a portfolio of high-value clients who require your expertise as they start, manage, and grow their enterprises. As the ambassador for the Royal Bank of Canada in the local business market, you will develop new business opportunities and deepen client relationships. Partnering with other RBC advisors and specialists, you will contribute to creating an exceptional client experience that meets their needs and exceeds their expectations.

Key Responsibilities

  • Acquire, grow, and deepen client relationships through the delivery of tailored financial advice and solutions
  • Proactively engage with clients, gather insights, and understand their needs and changing circumstances to ensure ongoing satisfaction with RBC
  • Plan and prioritize client and market activities, identify opportunities, and make introductions to RBC partners to fulfill clients' business and personal financial needs
  • Manage risk and exercise due diligence in all banking procedures, developing appropriate action plans in response to concerns or risks
  • Champion digital enablement and advocate for RBC's mobile and online applications, enabling clients to engage with RBC through their preferred channel
  • Visit clients on-site to gain a thorough understanding of their business objectives and operations, as permitted

Requirements

Must-Have

  • Business development and client acquisition skills, including building and leveraging valuable business networks within the local community
  • Proven track record in exceptional client relationship management
  • Excellent communication, time management, and organizational skills

Nice-to-Have

  • Credit skills and knowledge, including an understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentations
  • Completion of the Commercial Banking Advisor training program or previous experience as a business owner or in a similar field
  • Good knowledge of a broad array of business and personal financial products and services

What's in it for You?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference in our communities, and achieving success.

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Opportunity to collaborate with other business segments within the bank
  • Competitive compensation
  • Opportunity to build close relationships, do challenging work, and work towards personal and professional growth
  • Flexible work/life balance
  • Ability to make a difference and have a lasting impact on your clients' business and personal life

Key Skills

Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management

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