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$61k–$105k/yr
Full-time
bachelor degree
401(k) Program With Company-Matching Contributions, Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance
Posted 16d ago
~40 hrs/week
Responsibilities
Support Private Bankers and Financial Advisors in implementing banking and lending solutions to ensure a seamless client experience. Responsibilities include preparing marketing materials, analyzing reports, and training Client Associates on credit service platforms.
Requirements
Requires a 4-year degree in Finance, Accounting, or Business and 1-3 years of client-facing experience at a wealth management firm. Series 7 and 66 (or 63/65) certifications are preferred.
Full job description
Job Description
What is the opportunity?
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our US Wealth Management Banking and Lending team! As a Banking and Lending Product Support Specialist, you will create a seamless Financial Advisor (FA)-client experience when looking to access and implement a banking and lending solutions.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
Support Wealth Management (WM)-US Private Bankers and Private Banking team members to create a first-class experience through preparing education and marketing materials, running and analyzing reports and managing metrics for management.
Support Financial Advisors and clients through the origination and servicing process when utilizing banking and lending solutions.
Gather feedback from our Private Client Group (PCG) on enhancements to the technology platform and service model to enhance efficiencies and create a better client-advisor experience.
Train Client Associates to use the platform to perform service functions for credit, including traveling to PCG branches on an as-needed basis.
Work with Private Bankers to properly report progress of business plans to WM-US executive and field leadership.
What do you need to succeed?
Must-have
4-year degree in Finance, Accounting, Business or equivalent
1-3 years of experience at a wealth management firm in a client-facing service role
Proven dedication to and focus on client service with strong communication, interpersonal and adaptability skills
Strong ability to ask critical questions, anticipate problems and future needs, and take ownership
Nice-to-have
Experience supporting financial advisors and client associates
Experience working with different functional groups at a wealth management firm
Series 7 and 66 (or 63/65)
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
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.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.
The expected salary range for this particular position is $60,500-$104,500, (Chicago), $55,000-$95,000, (Minneapolis), depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Collateral Management, Collections Management, Confidentiality, Credit Analysis, Data Entry, Detail-Oriented, Financial Statement Analysis, Information Capture, Loan Origination, Retail Banking, Retail Lending, System Applications
Additional Job Details
Address:
111 SOUTH WACKER DRIVE, SUITE 3200:CHICAGO
City:
Chicago
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-07-09
Application Deadline:
Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Related keywords
Wealth ManagementPrivate BankingBanking And LendingLoan OriginationCredit AnalysisSeries 7Series 66Series 63Series 65Collateral ManagementFinancial Statement AnalysisRetail BankingRetail LendingClient ServicePrivate Client Group
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.
We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
http://rbc.com/legalstuff.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
https://www.rbc.com/conditions-dutilisation/
Offices: 200 Bay Street, Toronto, Ontario M5J 2J5, CA · 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA · 2 Park St, Sydney, NSW 2000, AU · 100 Bishopsgate, London, England EC2N 4AA, GB · Persiaran Apec, Cyberjaya, Selangor 63000, MY
financebankinginvestinginsurancefinancial planningwealth managementand capital marketsWealth ManagementCommercial LendingFinance
How much do Management & Leadership jobs in Minnesota pay?
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