RBC · 13 hours ago
Banking & Lending Product Support Specialist
Minneapolis, MN
Full-time
Onsite
Entry, Mid Level
$60K/yr - $104K/yr
1+ years expRBC is a leading bank that values inclusivity and professional growth within its Wealth Management Banking and Lending team. The Banking and Lending Product Support Specialist will create a seamless experience for Financial Advisors and clients by supporting the origination and servicing of banking and lending solutions, while also gathering feedback to enhance service efficiency.
BankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
Preferred
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)
Benefits
401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
Company data provided by crunchbase