Business Account Manager
  • Kelowna, United States
  • 1-800-769-2542
Negotiatable
15 Jan 2022
Financial Services
Manager
2-4 Years
Bachelor
Job Description
AddressTBD, Kelowna, British Columbia, Canada
Employment TypeFull Time
Career LevelExperienced Hire/Professional
Application Deadline01/28/2022
Posted Date01/14/2022

What is the opportunity?

You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises.  You are RBC’s ambassador to the local business market.  Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other RBC advisors and specialists, you will contribute to creating an experience that clients appreciate and value. This role will entail an intial training period of 4 - 6 months, upon completion you will be responsible for a portfolio of business clients.

 

What will you do?

  • Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs
  • Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction with all of RBC
  • Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs to win as One RBC
  • Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risks
  • Champion digital enablement and be an advocate of RBC mobile and online applications, enable our clients to engage with RBC through the channel of choice
  • Be on your client’s path, visit your clients on-site to gain a thorough understanding of their business objectives and operations, as permitted

 

What do you need to succeed?

Must-have

  • Business development and 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

 

Nice-to-have

  • Credit skills and knowledge, including an understanding of risk assessments, financial analyses, credit structuring/solutions, and deal presentations
  • Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
  • Good knowledge of a broad array of business and personal financial products and services

 

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 in our communities, and achieving success.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Opportunity to collaborate with other business segments within the bank
  • Competitive compensation
  • Opportunity to build close relationships, do challenging work, and work towards personal and professional growth
  • Flexible work/life balance
  • Ability to make a difference and have a lasting impact on your clients’ business and personal life

 

 

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

 

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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 at rbc.com/careers.

 

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

 

 

JOB SUMMARY

City:  Kelowna 
Address:  TBD 
Work Hours/Week:  37.5 
Work Environment:  Branch 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salaried 
Required Travel (%):  0-25 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  01/28/2022 
Req ID:  443387




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