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Senior Relationship Manager, Commercial Financial Services

RBC Capital

RBC Capital

Accounting & Finance, Customer Service
Ottawa, ON, Canada
Posted on Feb 1, 2025

Job Summary

Job Description

What is the opportunity?

Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for individual needs. This is a senior role in which your highly-developed experience with financial analysis, credit, and client acquisition takes center stage. Your finely honed solution-development skills, combined with your innate salesmanship talent, portfolio management expertise, and knack for client service, sets the stage for success.

The Senior Relationship Manager will have an industry focus on the Non For Profit (NFP) Sector in the Mid-Market range of clients (Annual Sales Range $3-$50 million). The preferred candidate will have an opportunity to work with some of our most valued NFP clients in Commercial Financial Services.

What will you do?

  • Apply your past sales experience for prospecting, and lead generation, to new and existing clients
  • Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring
  • Provide an exceptional client experience by delivering superior business and financial advice
  • Leverage the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners
  • Collaborate and coordinate with the various teams to develop and execute a client contact strategy
  • Champion digital enablement by becoming an advocate of the RBC mobile application, promoting regular usage through educating and guiding clients on how to use it

What do you need to succeed?

Must-have:

  • Minimum 3-5 years commercial banking experience
  • Proven track record in sales and business development and exceptional client relationship management
  • Credit skills including assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
  • Expertise and industry focus in Non For Profit (NFP) sector in the mid-market range of clients
  • Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications )

Nice-to-have:

  • Strong communication and presentation skills
  • Deep products and services knowledge dependent on industry specialization
  • New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)
  • University degree, ideally in commerce, business administration, or related experience

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 to our communities, and achieving success that is mutual.

  • World-class sales and senior leadership training with countless development opportunities
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A focus on work-life balance
  • A unique opportunity for personal and professional growth
  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management

Additional Job Details

Address:

90 SPARKS ST:OTTAWA

City:

OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-31

Application Deadline:

2025-02-21

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 jobs.rbc.com.