Wealth Management Banker

Effectively communicate the importance of incorporating lending and cash management into advisory practices to financial advisors and clients.,Partner with Financial Advisors to identify and analyze business opportunities, assisting in driving cash management and lending revenue.,Build cash management and lending product awareness among RBC Financial Advisors.,Serve as the key relationship manager for financial advisors regarding their clients' cash management and lending needs.,Be accountable for key performance metrics, including developing and maintaining a pipeline of opportunities to meet client and FA targets (loan commitments, balances, revenue, units, Advisor participation).,Possess a basic knowledge level of City National Bank (CNB) banking and lending solutions and collaborate with CNB Banking Advisors to create a seamless credit experience.,Report key performance metrics to the Divisional Manager, Wealth Management Banking, and various PCG field management.,Partner with Associate Banker(s) to provide cash management and lending solutions and support to FAs and their clients.

Bachelor's degree preferred or relevant experience.,5+ years' experience at a wealth management firm, with direct experience in cash management and lending solutions.,SIE, Series 7 and 63, or ability to obtain within 90 days.,Proven business development experience, preferably within the cash management and lending space in a wealth management context.,Strong understanding of cash management and lending products.,Strong drive to grow a business and hit key performance targets while ensuring product suitability and managing risk.,Demonstrated interpersonal effectiveness (nice-to-have).,Demonstrated ability to adapt to changing business environments (nice-to-have).

Bachelor's Degree

Must be able to obtain SIE, Series 7 and 63 within 90 days.