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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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 DevelopmentClient AcquisitionClient Relationship ManagementRisk ManagementFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Products KnowledgeCredit StructuringDeal PresentationsRisk AssessmentFinancial Analysis
Soft Skills
Communication SkillsTime ManagementOrganizational Skills
Tools & Technologies
RBC Mobile ApplicationsOnline Banking Applications
Certifications & Qualifications
Commercial Banking Advisor Training Program
Industry Keywords
Small Business ManagementClient DiscoveryValue-Added Financial AdviceCentres of InfluenceMarket Activities
About the role
Key responsibilities & impact- 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 on-site, as permitted, to understand their business objectives and operations
Requirements
What you’ll need- 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)
Benefits
Comp & perks- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Flexible work/life balance
- Opportunity to collaborate with other business segments within the bank
- Opportunity to build close relationships, do challenging work, and work towards personal and professional growth
- Ability to make a difference and have a lasting impact on clients’ business and personal life
