Sales and revenue (new and existing clients)
prospecting/lead generation, sales meetings/discovery sessions, sales planning/reviews, internal/external presentations
Service – creating an exceptional client experience and being accountable when any major client issues and/or escalations arise
Training – personal development, formal and informal learning

Must have proven track record in sales and business development, and exceptional client relationship management
Experience in banking, equipment financing (leasing) and lending preferred
Strong computer skills that will be used with Client Relationship Management (CRM) systems, presentation requirements, transaction applications, networking
Credit skills: assessment of risk and financial analysis, leasing structures and equipment financing
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, networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management.
Deep knowledge of equipment financing solutions and partners, ability to stay current on industry trends and events and networking.
Relationship building skills: understanding the client’s business strategy/model, understanding the relationship value of the company to RBC, setting client expectations of RBC, working with the sales and service teams who will interact with the client and key decision makers.

Equipment Finance Specialist

Key skills