Providing innovative credit solutions and advise to high net worth Private Banking clients- Maintain and grow high-end relationship management to our diverse portfolio of high net worth clients- Lead with proactive discovery on credit needs and develop creative credit solutions- Demonstrate diligence and thorough financial analysis resulting in comprehensive credit proposals

Manage a portfolio of healthcare clients delivering exceptional client care along with advice and solutions that help their practice grow.- Demonstrate portfolio management through the analysis of financial statements identifying trends and opportunities for both growth and cost savings-Leverage and engage the expertise of business partners in order to create synergies and referral opportunities-Collaborate with various business streams to execute clients requests and… Show more Manage a portfolio of healthcare clients delivering exceptional client care along with advice and solutions that help their practice grow.- Demonstrate portfolio management through the analysis of financial statements identifying trends and opportunities for both growth and cost savings-Leverage and engage the expertise of business partners in order to create synergies and referral opportunities-Collaborate with various business streams to execute clients requests and objectives.- Successfully meet and exceed key performance indicators by increase portfolio revenue year of year and new client acquisitionQuarterly Award Winner Show less

Primarily deal with high net worth clients of the healthcare industry. Which includes facilitating complex credit needs (lines of credit, refinance on residential property), opening and managing their small business accounts with a focus on lending (financial statement analysis) and referring to business partners within the RBC network (Investment and Mortgage Specialists).

-Provide a high level of client service-Achieve sales through collaboration of the sales team-Sales oriented with ability to identify sale opportunities-Strong use of computer and technology skills-Strong interpersonal, communication, and negotiation skills-Self-motivated to achieve both personal and team goals

- Daily use of financial ratios such as Loan-To-Value and Total-Debt-Service-Ratio- Constantly using the five C's of credit to evaluate if an applicant is suitable for a loan- Fluent in the accounting program Casitron- Credited with helping create Funding, Collections, Underwriting and Arrears Management procedure policies- Cash Managemt- Interaction with customers and dealers