What will you do?
Maintain relationships with small business clients and their owners. Obtain client information and upload it to the Relationship Management System.
Provide appropriate banking products and services to small business customers.
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
What do you need to succeed?
Strong Cash and Custody experience and problem resolution for issues relating to both.
Goal-oriented individual with a demonstrated passion for putting clients first.
Drive and self-motivation, as well as excellent communication skills and emotional intelligence
Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
Personal flexibility to work flex hours
Eagerness to learn and determination to succeed
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Track record in building rapport and maintaining client relationships within the financial, service or retail industry
Mutual Funds accreditation
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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Excellent career development and access to a variety of job opportunities across business and geographies
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Provide appropriate banking products and services to small businesses to meet their financial needs. Draw on experience and extensive working knowledge of work policies and practices to perform day-to-day tasks as well as various administrative and operational assignments.