Job Description
Job Overview
This opportunity is to support clients in the following markets: Joliette, Rawdon, Berthierville, Terrebonne, and Mascouche. You will provide business and financial advice and manage a portfolio of high-value small business clients who need help as they start, manage, and grow their enterprises. You are RBC’s ambassador to the local business market.
Responsibilities
- 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 pursue ongoing satisfaction with all of RBC services.
- Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs as One RBC.
- Manage risk and exercise due diligence in all banking procedures...