10 Sep
|
Jobtailor
|
Barrie
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 strong 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
📌 Relationship Manager, Business Markets (Barrie)
🏢 Jobtailor
📍 Barrie