Senior Account Manager Business Personal - Ottawa, ON

Position Purpose:
As a Senior Account Manager for Business and Personal Markets, you will contribute to meeting your sales and market plan by attracting, retaining and growing profitable client relationships. You will be assigned a portfolio of high value clients whose personal financial needs are already with RBC. You will also be accountable for acquiring new clients through business development activities such as developing and nurturing a strong network of referrals. You will build long-term client relationships and trust using your relationship sales skills to manage a portfolio of small business clients with both business and personal financial needs. You will provide solutions and credit and investment advice designed to meet your clients' financial goals. You will develop new business through prospecting and seeking referrals, leveraging relationships with service partners, group partners and the local market.

Key Accountabilities:
1. Grow and retain your assigned portfolio of personal banking relationships
2. Acquire the business banking relationship from your existing personal clients
3. Grow and retain the newly acquired business banking relationship
4. Acquire new client relationships

Job Requirements: (Knowledge/ Experience):
Knowledge/Accreditations:
• Must have Mutual Funds accreditation. Canadian Securities Course or Investment Funds in Canada are preferred. You must pass the first 3 ICB courses toward the Personal Financial Planning (PFP) designation within 18 months, i.e. Fundamentals of Personal Finance, Investment and Taxation Fundamentals and Insurance and Retirement.
• Knowledge of a broad array of personal and business financial products and services, such as credit and investment
• Knowledge of financial analysis and risk assessment are required
• Knowledge or fluency in a second language is an asset

Experience:
- Proven sales success demonstrated by meeting sales targets
- Demonstrated success building trust and maintaining long-term client relationships
- Demonstrated success with business development activities including prospecting and referrals
- Knowledge of financial analysis and risk assessment are considered an asset

Skills/Competencies/Attributes:
- Strong sales orientation and a passion for putting clients first
- Seeking a career in building long-term relationships with your clients
- Build rapport and establish relationships quickly, and possess a good understanding of how to develop business
- Excellent organizational skills

Education:
A post-secondary diploma/degree, ideally in Commerce or Business Administration, or related experience is required.  

Each role at RBC offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in generating revenue, building and managing client relationships and developing general product/client knowledge.

RBC offers a Total Rewards program including a competitive compensation that recognizes your high performance, along with an array of flexible benefits, work/life balance, innovative learning opportunities and career development programs, as well as long term investment and retirement savings.

We appreciate your interest in our job opportunities, however, only those applicants selected to proceed in the process will be contacted.

Required Skills/ Competencies/ Attributes:

Education:
BA/BS

Required Accreditation(s):
Please refer to above

Special Conditions:
Flexibility may be required to meet with clients and community groups after business hours

Diversity:
Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best – put clients first.

EOE/M/F/D/V

About RBC:
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