Agency partnerships manager scaling Richpanel's AI - native helpdesk through Shopify agencies, BPOs and CX consultants. Driving partner - sourced ARR, demos, co - selling and referral growth across North America.
About the role
- Relationship Manager providing business and financial advice to RBC small-business clients across Brockville, Prescott, and Iroquois Falls. Developing client relationships, acquiring business, and managing portfolio needs.
Responsibilities
- Provide business and financial advice and manage a portfolio of high value small business clients
- Develop new business for RBC and deepen client relationships through external marketing and client acquisition
- Acquire, grow and deepen client relationships through tailored financial advice
- Proactively contact clients, conduct client discovery, understand needs and changing circumstances, and monitor satisfaction
- Plan and prioritize client and market activities
- Identify opportunities and introduce clients to RBC partners to fulfill business and personal financial needs
- Manage risk, exercise due diligence in banking procedures, and develop action plans for concerns and risks
- Champion digital enablement and advocate for RBC mobile and online applications
- Visit clients on-site to understand their business objectives and operations, as permitted
- Serve as RBC’s ambassador to the local business market and collaborate with RBC advisors and specialists
Requirements
- Must be mobile and required to travel and cover Brockville, Prescott, and Iroquois Falls, Ontario
- Business development, client acquisition, and prospecting skills
- Ability to build and leverage Centres of Influence within the local business community
- Proven track record in exceptional client relationship management
- Excellent communication, time management, and organizational skills
- Nice-to-have: credit skills and knowledge, including risk assessments, financial analyses, credit structuring/solutions, and deal presentations
- Nice-to-have: completion of the Commercial Banking Advisor training program, previous experience as a small business owner, or experience in a similar field
- Nice-to-have: good knowledge of a broad array of business and personal financial products and services
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Opportunity to collaborate with other business segments within the bank
- Competitive compensation
- Opportunity to build close relationships, do challenging work, and work towards personal and professional growth
- Flexible work/life balance
- Ability to make a difference and have a lasting impact on your clients’ business and personal life
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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