Onsite Private Banking Relationship Manager

Posted 3 hours ago

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About the role

  • Private Banking Relationship Manager at RBC serving as first point of contact for client banking needs. Advising clients on everyday banking and ensuring exceptional service through digital self-service support.

Responsibilities

  • Serve as the first point of contact for a portfolio of clients and provide advice on everyday banking and provide transactional support through phone/fax/email and wire payments
  • Complete small credit increases, credit maintenance, and excesses for clients
  • Proactively educate and advise clients on options to self-serve for their day-to-day banking needs, including where required supporting on onboarding to digital tools including RBC Mobile Banking, Online Banking: acting as a champion for digital enablement
  • Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request
  • 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

Requirements

  • Must Have Desire to test new concepts, learn from experience and evolve as appropriate
  • Understanding of Private Banking’s value proposition
  • Strong proficiency with digital banking platforms
  • Passion for exceptional client service, providing value proactively, look for ways to add value beyond immediate requests
  • Excellent communication skills, reflecting confidence, building credibility in professional delivery of service and advice
  • Strong knowledge of RBC retail products including banking and credit advice and solutions
  • Excellent written and verbal communication skills
  • IFIC completed or ability to complete within 6 months
  • Capability to speak and write in both French and English language
  • Nice to Have Minimum of 2 years personal banking experience with credit experience a strong advantage
  • Education in Commerce or Business Administration

Benefits

  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation
  • Commissions and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business and geographies

Job title

Private Banking Relationship Manager

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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