Bill L Email and Phone Number

Responsible for delivering a proactive relationship and financial advice-based experience to the clients. Complete a needs discovery/ solution development to deliver on client needs.Demonstrates high standards of behaviours and results. Key performance measures are: growth in annual gross revenue, recognizing an individual’s final performance assessment is a combination of what was achieved and how results were achieved.Collaborating with other RBC colleagues across the organization, I contribute to helping RBC maintain its dominant market position.The role has four main focus areas: • Sales (new and existing) - prospecting and lead generation, sales meetings and discovery sessions, sales planning and reviews (65%)• Portfolio Management and Risk Mitigation – reviewing financial statements for trends, risk monitoring and assessment, credit restructuring (25%)• Service – dealing with major issues and escalations (5%)• Training – personal development, formal and informal learning (5%)*Proven track record in sales and business development and exceptional client relationship management.*Sales and financial advice skills: pre-call planning, negotiations, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business, solutions structuring and option creation, cross-selling, conducting sales calls, making presentations, leveraging the relationship team and effective communication.*New client acquisition skills: pitching the value proposition, development/networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management.*Credit skills: assessment of risk and financial analysis, credit structuring/solutions and presenting the deal.*Relationship building skills: the client’s business strategy, the sales and service teams who will interact with the client and key decision makers.