Equipment Finance Specialist

RBC•Quebec, QC

5d•Remote

About The Position

As part of a national sales force, you contribute to RBC’s success by acquiring and retaining new clients. You will be responsible for providing professional advice and solutions to meet clients’ overall equipment financing needs while increasing revenue and client loyalty. You will prioritize and achieve business objectives through sales plans to acquire new clients and provide new or additional equipment financing solutions to existing RBC clients within your defined market territory. You will also need to provide targeted financial advice and solutions to meet the client’s business and financial goals. You will need to collaborate with internal stakeholders and other colleagues from different areas of RBC to drive client loyalty and deepen long-term profitable client relationships.

Requirements

Proven sales ability to consistently meet and exceed sales targets
Ability to read and analyze financial statements
Strong sales techniques and understanding of business strategies to sell equipment financing solutions
Ability to work independently remotely
Ability to develop strong networks of business and industry relationships
Excellent communication skills
Proven ability to assess credit and minimize risk
Great desire for achievement
Demonstrates innovation and global perspective
Use of tools such as Synergie, IPI, Lead.
External representation by presentation or participation in events
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice To Haves

Minimum 2-3 years of experience working as a Relationship Manager, Commercial Financial Services

Responsibilities

Build a prospect list, advance the relationship with each client and actively search for new clients to meet acquisition targets.
Actively participates in banking/financial services industry activities, with a focus on local market to further confirm industry and professional expertise.
Establish and maintain an active referral network
Provide financial and business advice using a unique value proposition.
Present solutions that clearly describe the benefits to the client.
Help the client understand the different options, choose the proposed solutions that best suit them and implement them.
Opportunity spotting and referring clients to RBC partners to meet broader advice needs.
Understands client’s financial situation and leverages the knowledge of colleagues across RBC in pre-contact planning discussions for client meetings/calls in order to make the most effective use of available time and demonstrate an interest in the business.
Takes ownership of customer problems at first point of contact by leveraging partners to effectively resolve problems.
Develop a personal sales plan and review results and schedule a monthly/quarterly meeting to adjust activities as required to meet plan.
Using input from applicable RBC partners, develop sales strategies that address the needs of all clients and prospects with the goal of increasing revenue, profitability and client loyalty with new and existing clients.
Document Client Relationship Plan activities and track activities associated with each client strategy
Use of tools to support sales routines such as actively participating in team meetings and using the Sales Pipeline tool to document all communications and sales results, and monthly/quarterly feedback on performance against goals.
Expand network of internal and external contacts to take advantage of business opportunities and referrals.
Develop expertise in assigned industry as required.
As required, acts as the primary resource for our partners to make introductions to COIs and/or other business development activities to support new client acquisition.