Current jobs related to Senior Relationship Manager, Commercial Financial Services - Penticton, British Columbia - RBC - Royal Bank

  • Financial Services Professional

    18 hours ago

    Penticton, British Columbia, Canada Beem Credit Union Full time

    About Beem Credit UnionBeem Credit Union is a progressive financial institution with a rich history of 80 years. Inspired by cooperative values, our founding credit unions recognized that we can achieve more together. Our mission is to provide exceptional sales and service excellence to our members, ensuring their financial wellness and success.The Role:...

  • Mortgage Specialist

    3 weeks ago

    Penticton, British Columbia, Canada BMO Financial Full time

    Application Deadline:03/28/2025Address:195 Main Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....

  • Mortgage Specialist

    3 weeks ago

    Penticton, British Columbia, Canada BMO Financial Full time

    Application Deadline: 03/28/2025 Address: 195 Main Street Job Family Group:Retail Banking Sales & Service Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....

  • Mortgage Specialist

    2 weeks ago

    Penticton, British Columbia, Canada BMO Financial Full time

    Application Deadline:03/28/2025Address:195 Main Street Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....

  • Relationship Development Manager

    7 days ago

    Penticton, British Columbia, Canada El Pico Holdings Full time

    What We OfferWe offer personalized coaching and a clear career path so you can grow into leadership positions. You'll have the chance to develop skills in customer relationship management, account operations, and human psychology.Key Skills:Strong communication and interpersonal skills.Problem-solving and analytical skills.Organizational and time management...

  • Senior Wealth Manager

    4 days ago

    Penticton, British Columbia, Canada Scotiabank Full time

    Job SummaryThis role will provide exceptional service to customers throughout their journey, taking a proactive approach to discovering customer needs and educating them on relevant financial strategies. Our advisors must be able to connect with people in a relatable way, building strong relationships and delivering personalized financial solutions.

  • Resident Engagement Manager

    4 weeks ago

    Penticton, British Columbia, Canada Sienna Senior Living Full time

    Resident Engagement ManagerThis is a Permanent Full-Time position.Schedule: Tuesday to Saturday 8am-4pm with flexibility for evening events.Key Responsibilities:Enhance resident well-being, autonomy, and participation in community lifeEvaluate and enhance programs designed to increase resident involvementEnsure personal professional development and...

  • Procurement & Inventory Services Manager

    4 weeks ago

    Penticton, British Columbia, Canada Penticton Full time

    Penticton is a vibrant, innovative, healthy waterfront city focused on sustainability, community, and economic opportunity. At the City of Penticton, our goal is to serve our residents, businesses, and visitors through good governance, partnership and the delivery of effective and community-focused services.The City of Penticton is looking to fill the...

  • Advisory Financial Specialist

    4 days ago

    Penticton, British Columbia, Canada Scotiabank Full time

    Key ResponsibilitiesTaking a proactive approach to understanding customer needs, providing expert advice and guidance on financial matters.Educating customers on financial strategies, including day-to-day banking, investments, and borrowing solutions.Building strong, long-standing relationships with customers, nurturing trust and loyalty.Developing and...

  • Financial Services Ambassador

    13 hours ago

    Penticton, British Columbia, Canada Scotiabank Full time

    Key ResponsibilitiesYou will be expected to:Process day-to-day transactions efficiently and accuratelyIdentify and pursue sales opportunities to contribute to the branch's targetsProvide technical support and training to customers on our mobile banking applicationsDevelop and maintain strong relationships with clients to ensure their long-term loyalty and...

  • Strategic Financial Counselor

    4 days ago

    Penticton, British Columbia, Canada Scotiabank Full time

    RequirementsThe appetite and drive to build strong customer relationships, achieving sales targets in a fast-paced environment.A strategic mindset to develop personalized financial strategies, leveraging Mutual Funds licenses and CIFP Diplomas.The ability to communicate complex financial concepts in a clear, concise manner, tailoring advice to individual...

  • Senior Risk Management Specialist

    4 days ago

    Penticton, British Columbia, Canada Aon Full time

    Company OverviewAon is a world leading professional services firm dedicated to future proofing our cities and environments. With over 65,000 team members across the globe, we provide innovative solutions in various sectors.About the RoleWe are seeking a Senior Risk Management Specialist to join our Environmental Management team in BC and Yukon. As a key...

  • Banking Relationship Manager

    9 hours ago

    Penticton, British Columbia, Canada Scotiabank Full time

    RequirementsTo succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as a proven ability to work effectively in a team environment.You should be comfortable using technology to deliver a seamless customer experience and have a keen eye for detail to ensure accuracy and efficiency in your work.In addition,...

  • Customer Service Associate

    2 weeks ago

    Penticton, British Columbia, Canada Savers Full time

    As one of the largest for-profit thrift operators in the United States, Canada, and Australia for value-priced pre-owned clothing, accessories, and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that have been donated by the community to...

  • Estate Manager

    4 weeks ago

    Penticton, British Columbia, Canada Andrew Peller Limited Full time

    Job DescriptionPosted Friday, January 31, 2025 at 5:00 AM#BeExtraordinaryAt Andrew Peller Limited (APL), our mission is to be Canada's #1 branded wine and craft beverage company by delivering the perfect brand experience for every lifestyle and occasion. Through our commitment to excellence, honouring our roots, owning it, fostering belonging and driving to...

  • Electrical Project Manager

    2 weeks ago

    Penticton, British Columbia, Canada Potentia Human Resources Inc. Full time

    Our client, Betts Electric Ltd., is a family-owned business established in Penticton in 1933. They are a certified electrical contractor that proudly serves the Okanagan and Western Canada. Betts Electric stands tall as one of the most successful local electricians working in the Valley. Thanks to a four-generation legacy of hard work, commitment to customer...

  • Accounting and Financial Coordinator

    11 hours ago

    Penticton, British Columbia, Canada Four Points by Sheraton Kelowna Airport Full time

    Job Description:We are seeking a highly skilled Accounting Clerk to join our team at Four Points by Sheraton Kelowna Airport and Hampton Inn & Suites Kelowna Airport. This is an exciting opportunity for a detail-oriented individual who is proficient in financial operations and has excellent communication skills.Key Responsibilities:Manage the day-to-day and...

  • junior civil engineer

    2 weeks ago

    Penticton, British Columbia, Canada TRUE Consulting Full time

    Why We're Here At TRUE Consulting, relationships are at the heart of everything we do – TRUE , genuine relationships built on honesty, trust, and mutual success. We believe that when you genuinely care about the people you work with, engineering excellence follows naturally. That's why we focus on building long-term partnerships, not just one-off...

  • warehouse manager

    4 days ago

    Penticton, British Columbia, Canada Hometown Furniture Penticton Full time

    4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.OverviewLanguages: EnglishEducation:College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 7 months to less than 1 yearOn site: Work must be completed at the physical location. There is no option to...

  • Financial Operations and Administration Professional

    3 hours ago

    Penticton, British Columbia, Canada Four Points by Sheraton Kelowna Airport Full time

    Company Overview:Four Points by Sheraton Kelowna Airport and Hampton Inn & Suites Kelowna Airport are currently looking for an experienced Accounting Clerk to join their team. The ideal candidate will have a strong background in financial operations and be able to manage the day-to-day and month-to-month accounting requirements of the two properties.Key...

Senior Relationship Manager, Commercial Financial Services

1 week ago

Penticton, British Columbia, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

Your natural flair for connecting to prospects, new and existing clients by providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice, whose expert approach aligns sales, products, risk policy, and market strategies to deliver solutions tailored for individual needs. You are a key member of a Client Relationship Team and your deeply collaborative and client-centric nature allow you to coordinate with multiple partners resulting in an exceptional client experience. Your finely honed solution-development skills combine with your innate business development and knack for client service to set the stage for success.

What will you do?

  • Apply your past business development experience for prospecting, and lead generation, to new and existing clients

  • Provide an exceptional client experience by delivering superior business and financial advice within a Client Relationship Team model

  • Collaborate and coordinate with a core group of expert advisors to create and execute a client contact strategy tailored to each client's needs

  • Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring

  • Leverage the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners

What do you need to succeed?

Must-have

  • Minimum 3-5 years commercial banking experience

  • Deep and proven client-centricity, business development, and relationship management excellence

  • Exceptional interpersonal, communication, negotiation and presentation skills

  • New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)

  • Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications)

Nice-to-have

  • Credit skills including assessment of risk and financial analysis, credit structuring/solutions and presenting the deal

  • Specialized industry expertise in a past role (e.g., real estate, healthcare, agriculture)

  • University degree, ideally in commerce, business administration, or related experience

Is this job right for you? Check out our video and decide for yourself

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.

  • World-class sales and senior leadership training with countless development opportunities

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation

  • A focus on work-life balance

  • A unique opportunity for personal and professional growth

  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

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

Additional Job Details

Address:

302 MAIN ST:PENTICTON

City:

PENTICTON

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. 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 also 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities