Financial Services Expert
4 weeks ago
Job Summary
Job Description
What is the opportunity?
As a Financial Services Expert, you will support a high-performing commercial banking team with portfolio management and compliance support. You will contribute to an exceptional client experience by providing superior business, financial, and credit advice. Your support as a strategic partner to the Relationship Manager will enable enhanced client-facing time.
What will you do?
- Leverage deepening business analysis skills to meet client expectations for credit requests and completion of annual reviews
- Provide quality business analysis and credit advice through presentation options that clearly articulate advantages and benefits to the client
- Demonstrate RBC's capability to provide creative financial solutions in a timely manner and deliver credit solutions that meet or exceed needs
- Demonstrate a commitment to teamwork and collaboration by sharing best practices learned and assisting colleagues to meet the needs of all clients
- Exercise due diligence in recommending credit applications, working in collaboration with Credit Adjudicators, especially in supporting risk processes and guidelines
What do you need to succeed?
Must-have
- Proven understanding of financial and credit analysis in support of exceptional client relationship management
- Strong organizational skills, ability to manage multiple tasks while meeting time-sensitive deadlines
- Strong presentation and communication skills
- Experience with emerging resources, communications, and technology (i.e., online data resources, web-based meetings, social media, digital banking, and mobile applications)
Nice-to-have
- Ability to conduct an assessment of risk and financial analysis, credit structuring/solutions, and presenting the deal
- Strong interpersonal and negotiation skills
- Minimum post-secondary diploma/degree, ideally in Commerce, Business Administration, or related experience
- Specialized industry expertise in a past role (e.g., real estate, healthcare, agriculture, etc.)
- Chartered Professional Accountant designation (CPA) or Chartered Financial Analyst (CFA)
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 to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits, and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- A unique opportunity for personal and professional growth
Job Skills
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice ManagementAdditional Job Details
At RBC
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities. We strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.-
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