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Relationship Manager, Commercial Financial Services

RBC

Wetaskiwin

On-site

CAD 70,000 - 90,000

Full time

Yesterday
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Job summary

A leading financial institution is seeking a Client Relationship Manager to enhance client experiences through exceptional business and financial advice. The ideal candidate will possess strong relationship management skills and a proven track record in business development. This role involves collaborating with expert advisors to tailor solutions for clients, ensuring their needs are met while managing risks effectively. Join a dynamic team focused on growth and client success.

Benefits

World-class sales and leadership training
Comprehensive Total Rewards
Focus on work-life balance
Opportunities for personal and professional growth

Qualifications

  • 3-5 years of commercial banking experience.
  • Experience in new client acquisition, including pitching and lead generation.

Responsibilities

  • Leverage business development experience for prospecting and lead generation.
  • Deliver exceptional client experience by providing superior business and financial advice.
  • Manage portfolios and mitigate risks through financial statement reviews.

Skills

Business Development
Client Centricity
Communication
Critical Thinking
Financial Acumen

Education

University degree in commerce
Business Administration

Tools

Digital Banking
Mobile Apps

Job description

Job Summary

Job Description

What is the opportunity?

Your natural flair for connecting with prospects, new and existing clients by providing advice and resolving intricate business challenges is what sets you apart. This role focuses on professional relationship management and delivering top-tier financial advice, aligning sales, products, risk policy, and market strategies to deliver tailored solutions. As a key member of a Client Relationship Team, your collaborative and client-centric approach allows you to coordinate with multiple partners, resulting in an exceptional client experience. Your solution-development skills, combined with your business development acumen and client service orientation, set the stage for success.
What will you do?
  • Leverage your business development experience for prospecting and lead generation with new and existing clients.
  • Deliver an exceptional client experience by providing superior business and financial advice within a Client Relationship Team model.
  • Collaborate with a team of expert advisors to create and implement client contact strategies tailored to each client’s needs.
  • Manage portfolios and mitigate risks through financial statement reviews, trend analysis, risk monitoring, and credit restructuring assessments.
  • Utilize RBC's resources to identify referral opportunities, make introductions, and coordinate with RBC partners.
What do you need to succeed?
Must-have
  • 3-5 years of commercial banking experience.
  • Proven client-centricity, business development, and relationship management skills.
  • Exceptional interpersonal, communication, negotiation, and presentation skills.
  • Experience in new client acquisition, including pitching, lead generation, cold calling, and asking for referrals.
  • Familiarity with emerging communication and technology tools (web meetings, social media, Digital Banking, Mobile Apps).
Nice-to-have
  • Credit skills such as risk assessment, financial analysis, credit structuring, and deal presentation.
  • Industry-specific expertise (e.g., real estate, healthcare, agriculture).
  • University degree in commerce, business administration, or related fields.

Interested in this role? Check out our video and see if it's the right fit for you!

What’s in it for you?

We thrive on challenges, growth, and collaboration to deliver trusted advice that helps clients and communities prosper. We value each other, support potential, and aim for mutual success.

  • World-class sales and leadership training with ample development opportunities.
  • Comprehensive Total Rewards, including bonuses, benefits, and competitive pay.
  • Focus on work-life balance.
  • Opportunities for personal and professional growth.
  • Work in a dynamic, collaborative, progressive, high-performing team.
Job Skills

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

Additional Job Details

Address: 5102 50 AVE: CAMROSE

City: CAMROSE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-02-21

Application Deadline: 2025-05-21

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

We believe an inclusive workplace with diverse perspectives is key to our growth. We support policies fostering respect, belonging, and opportunity for all.

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