[Hiring] Equipment Finance Specialist @RBC

Role Description

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.

What will you do?

• Client Experience
  • Build a prospect list, advance the relationship with each client and actively search for new clients to meet acquisition targets.
  • Participate in banking/financial services industry activities, focusing on the local market.
  • 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.
  • Spot opportunities and refer clients to RBC partners to meet broader advice needs.
  • Understand client’s financial situation and leverage knowledge of colleagues across RBC in pre-contact planning discussions.
  • Take ownership of customer problems at first point of contact by leveraging partners to effectively resolve problems.
• Client Solutions and New Client Acquisition
  • Develop a personal sales plan and review results, scheduling monthly/quarterly meetings to adjust activities as required.
  • Develop sales strategies that address the needs of all clients and prospects with the goal of increasing revenue, profitability, and client loyalty.
  • Document Client Relationship Plan activities and track activities associated with each client strategy.
  • Use tools to support sales routines, such as participating in team meetings and using the Sales Pipeline tool.
  • Expand network of internal and external contacts to take advantage of business opportunities and referrals.
  • Develop expertise in assigned industry as required.
  • Act as the primary resource for partners to make introductions to COIs and/or other business development activities.

Qualifications

• 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.

Requirements

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

Benefits

• Network and develop lasting relationships with students from diverse backgrounds across Canada.
• Participate in fun events and gamification challenges to help you build your career toolkit while enjoying work-life balance.
• Leaders who support your development through coaching and learning opportunities.
• Work in a dynamic, collaborative, progressive and high-performing team.
• Ability to make a difference and lasting impact.
• Enjoy a comfortable working environment with the possibility of dressing casually.