Banking & Lending Product Support Specialist

Royal Bank of Canada•Chicago, IL

4d•$55,000 - $104,500

About The Position

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.

Requirements

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 Haves

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)

Responsibilities

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.

Benefits

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