What will you do?
Follow national professional servicing standards including: meeting agendas, appointment confirmations, follow-up recap of meetings, email, phone, etc.
Manage and execute end-to-end onboarding and day to day banking and credit product sales and ongoing client experience while acting as a champion for digital enablement. Setting clients up with RBC Online Banking and RBC Mobile Banking Apps
Provide clients with an annual relationship management call and review
Help clients by identifying what is important to them, matching their needs with RBC products and services, teaching them how to access and use their RBC products and providing client-centric advice
Work with the WMC primary relationship advisors on any potential referral opportunities
Take ownership of client problem resolution at first point of contact, sourcing answers and leveraging expertise across RBC, escalating as required in a timely fashion.
Implement practice management disciplines, partnering with WMC advisors to promote referrals resulting in new banking and lending relationships
Inform WMC Advisor on material client issues and keeps an open channel with WMC advisor as it relates to their clients from a pipeline perspective
What do you need to succeed?
Recent demonstrated expertise in banking and credit advice and solutions
Strong knowledge of RBC retail products including cash and credit solutions
Exceptional client advice and service standards
Nice to Have
Experience dealing with High Net Worth clients
Access to own transportation in order to travel to RBC WMC locations
Relationship building experience across all levels of organization
Excellent communicator, both written and spoken
Superior organizational skills
he Royal Bank of Canada History site has been created to remember and celebrate our heritage and the generations of men and women who transformed our company into a leader in Canada and a growing force in countries around the world. Over the years we have invested in the future by delivering quality products, creating jobs, protecting the environment, respecting diversity and making a difference in the communities that we serve. Our shared values of service, teamwork, responsibility, diversity and integrity help guide our behaviours and decisions, inspire us to lead in diversity and inclusion and define what it means to be a responsible corporate citizen. Today, approximately 79,000 client-focused and committed employees help us earn the right to be our clients’ first choice, differentiating us as an exceptional source of advice for the 16 million clients worldwide that we serve.