Bilingual Credit Portfolio Associate managing client relationships and offering credit support. Working with a diverse client base in Montreal or Mississauga at Wells Fargo.
About the role
- RBC Home Advisor guiding clients through the home buying process with tailored support. Leveraging credit knowledge and technology to enhance client satisfaction and loyalty.
Responsibilities
- Provide professional credit advice to assist while navigating the multiple stages of the home buying journey, which begins with contacting leads generated through online home journey tools such as True Home Affordability
- Provide professional advice and education with an ability to address complex credit including leveraging existing home equity, switch ins and all RBC mortgage programs
- Support full end to end mortgage fulfillment leveraging Casper and Linx
- Establish a regular contact strategy and diligently update systems that enable the relationship
- Deepen client relationships by guiding the client through the stages of the home buying journey: awareness, research, validation of home equity financing options and making a decision to proceed with a mortgage application
- Use new and innovative tools such as video-enabled capabilities, screen share and advisor/client dashboards to enhance the client experience and relationship
- Develop strong partner relationships to support mortgage referrals and application fulfillment
- Fuel broader growth through opportunity spotting and warm introductions to RBC partners
- Keep up to date on relevant RBC policies and procedures and ensure that due diligence is exercised accordingly
Requirements
- Must have 2-3 years proven experience in the financial services industry, ability to provide complex credit advice including mortgage fulfillment
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- A change and agile mindset, consistently delivering an exceptional client experience
- Strong interpersonal skills that build trust, drive loyalty and proactively seek to nurture and develop client relationships
- Excellent communication skills, time management, and prioritization and organizational skill
- Digital literacy across a broad range of devices (i.e. smartphones, tablets, laptops, etc.)
- Flexibility to provide advice and service during evenings and weekends
- Ability to work independently as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills
- Must be able to meet with the technological and confidentiality requirements of the role (i.e. private and quiet space, Internet connectivity, etc.)
- Nice to have Previous relationships management experience within the financial or service industry
- Desire to build exceptional client experiences across multiple channels (i.e. phone, chat, email, etc.)
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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
- A world-class training program in financial services
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