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Financial Services Relationship Manager

1 month ago

Penticton, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

This role calls for a client-focused sales professional with strong problem-solving skills to maximize each client interaction. As a key ambassador of the Royal Bank of Canada, you will add value in moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.

Key Responsibilities:
  • Engage with clients in all areas of the branch and community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
  • Foster client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
  • Respond to client-initiated contact, assisting them with a full range of financial transactions.
  • Actively listen and engage clients in conversation to further understand their individual needs.
  • Proactively take ownership of resolving and preventing client banking problems.
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
Requirements:
  • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course).
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment.
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
  • Availability to work all open business hours.
What We Offer:
  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits.
  • Continued opportunities for career advancement.
  • World-class sales training, coaching, and development opportunities.
  • Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools and training.
  • The opportunity to achieve great success and grow your career with RBC.
About Us:

We are committed to supporting flexible work arrangements when available. Details will be discussed with the Hiring Manager.