Responsibilities

- Provide business and financial advice and manage a portfolio of high-value small business clients
- Help clients start, manage, and grow their enterprises
- Represent RBC as an ambassador to the local business market
- Develop new business through external marketing and client acquisition
- Deepen client relationships and deliver tailored, value-added financial advice
- Proactively contact clients, conduct client discovery, and understand changing needs and satisfaction
- Plan and prioritize client and market activities
- Identify opportunities and introduce clients to RBC partners for business and personal financial needs
- Manage risk and exercise due diligence in banking procedures
- Champion digital enablement and advocate for RBC mobile and online applications
- Visit clients in office, as permitted, to understand their business objectives and operations

Requirements

- Business development, client acquisition, and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community
- Proven track record in exceptional client relationship management
- Excellent communication, time management, and organizational skills
- Credit skills and knowledge, including understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentations (nice-to-have)




- Completion of the Commercial Banking Advisor training program, or previous experience as a small business owner or in a similar field (nice-to-have)
- Good knowledge of a broad array of business and personal financial products and services (nice-to-have)

Core Competencies

Demonstrates expertise in business development and client relationship management, with a robust focus on delivering tailored financial advice and managing a diverse portfolio of small business clients. Proficient in risk management and advocating for digital financial solutions.

Highest-signal resume keywords

- Business Development
- Client Acquisition
- Client Relationship Management
- Risk Management
- Financial Analysis

Hard Skills

- Financial Products Knowledge
- Credit Structuring
- Deal Presentations
- Risk Assessment
- Financial Analysis

Soft Skills

- Communication Skills
- Time Management
- Organizational Skills

Certifications & Qualifications

- Commercial Banking Advisor Training Program

Industry Keywords

- Small Business Management
- Client Discovery
- Value-Added Financial Advice
- Centres of Influence
- Market Activities

Tools & Technologies

- RBC Mobile Applications
- Online Banking Applications

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📌 Relationship Manager, Business Markets (Barrie)
🏢 Jobtailor
📍 Barrie