Banking & Lending Product Support Specialist

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
• 1-3 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-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)

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $60,500-$104,500, (Chicago), $55,000-$95,000, (Minneapolis), depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.