Banking & Lending Product Support Specialist

RBC•Minneapolis, MN

1d•$55,000 - $104,500•Onsite

About The Position

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.

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.