Wealth Management Banker
$90k - $160kRBC
Job Description What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM. What will you do? * Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients. * Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue. * Build cash management and lending product awareness among RBC Financial Advisors. * Serve as the key relationship manager to financial advisors for their clients’ cash management and lending needs * Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation. * Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform * Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management. * Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support. What do you need to succeed? Must-have
- Bachelor’s degree preferred or relevant experience
- 5+ years’ experience at a wealth management firm, with direct experience in
- SIE, Series 7 and 63, or ability to obtain within 90 days
- Proven business development experience, preferably within the cash management
- 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.
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
5786 WIDEWATERS PARKWAY:SYRACUSE
City: Syracuse Country: United States of America Work hours/week: 40 Employment Type: Full time Platform:WEALTH MANAGEMENT
Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-31 Application Deadline: 2026-08-14 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.$25 per hour
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...balances, and/or referring customers to branch management for authorization. Processing... ...track customer(s) who you introduced to a banker. Identifies customer needs and... ...the branch and business lines, including Wealth Management, Mortgage, and Business Banking...SuggestedWork at officeMonday to FridayFlexible hoursNight shift$80k - $150k
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$25 - $38.46 per hour
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