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Banking & Lending Product Support Specialist

2 months ago

Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

Job Summary


Job Description


What is the opportunity?

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.

What will you do?

  • 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.

What do you need to succeed?

Must-have

  • 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
  • Series 7 and 66, or ability to attain in 120 days

Nice-to-have

  • 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

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.

  • 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

WMUS

#LI-SM3

Job Skills

Collateral Management, Collections Management, Confidentiality, Credit Analysis, Data Entry, Detail-Oriented, Financial Statement Analysis, Information Capture, Loan Origination, Retail Banking, Retail Lending, System Applications

Additional Job Details

Address:


250 NICOLLET MALL:MINNEAPOLIS

City:


Minneapolis

Country:


United States of America

Work hours/week:


40

Employment Type:


Full time

Platform:


Wealth Management

Job Type:


Regular

Pay Type:


Salaried

Posted Date:



Application Deadline:


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.

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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RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.