Banking & Lending Product Support Specialist

About the position

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our US Wealth Management Banking and Lending team! As a Banking and Lending Product Support Specialist, you will create a seamless Financial Advisor (FA)-client experience when looking to access and implement a banking and lending solutions. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Responsibilities

• Support Wealth Management (WM)-US Private Bankers and Private Banking team members to create a first-class experience through preparing education and marketing materials, running and analyzing reports and managing metrics for management.
• Support Financial Advisors and clients through the origination and servicing process when utilizing banking and lending solutions.
• Gather feedback from our Private Client Group (PCG) on enhancements to the technology platform and service model to enhance efficiencies and create a better client-advisor experience.
• Train Client Associates to use the platform to perform service functions for credit, including traveling to PCG branches on an as-needed basis.
• Work with Private Bankers to properly report progress of business plans to WM-US executive and field leadership.

Requirements

• 4-year degree in Finance, Accounting, Business or equivalent
• 3+ years of experience at a wealth management firm in a client-facing service role
• Proven dedication to and focus on client service with strong communication, interpersonal and adaptability skills
• Strong ability to ask critical questions, anticipate problems and future needs, and take ownership

Nice-to-haves

• Experience supporting financial advisors and client associates
• Experience working with different functional groups at a wealth management firm
• Series 7 and 66 (or 63/65), or ability to attain in 120 days

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