RBC Business Account Manager: A Strategic 30-60-90 Day Onboarding Plan

This presentation outlines a 30-60-90 day plan for a Business Account Manager role at the Royal Bank of Canada (RBC). The initial 30 days focus on training, meeting team members, understanding RBC systems, products, and services, and reviewing client procedures. The subsequent 60 days involve studying best banking practices in Canada, setting goals, gathering feedback from supervisors, building relationships with colleagues, identifying mentors, reviewing company processes, visiting other departments, and attending further training. The final 90 days are dedicated to obtaining feedback on new processes, implementing these processes, and addressing three strategic initiatives, all aimed at fostering strong client relationships and achieving business success. The plan emphasizes the importance of client-focused activities to ensure effective performance and business growth.

Helping our customers,
communities and people to
prosper and grow.
ROYAL BANK OF CANADA

Introduction
 This presentation is a 30-60-90 day plan for my role as the business
account manager in the Royal Bank of Canada.
 This is a very vital role in the bank and I will be needed to work
effectively to ensure that I deliver as expected by my employer.
 My major role in the position will be to manage sales and
relationships with customers and clients.
 Customers are one of the main stakeholders in any businesses and
they have to be considered in all business activities.
 The way they are handled dictates the kind of relationship that is
built between the business and them.
 Customer retention is attained by building up proper relations
between the business and the clients.

30-day plan
 My 30 day plan will be clear on the things I will get myself
involved in in the first 30 days of the job at the bank.
 The main activities I will be involved in include:
i. Training
ii. Meeting team members
iii. Learning the Royal Bank of Canada system, products, and
services
iv. Reviewing clients procedures and clients accounts.
These first 30 days will be focusing majorly on getting to
understand the workplace well.

60-day plan
 The first 60 days will have activities including:
i. Studying the best banking practices in Canada
ii. Setting goals to be achieved in the next 30 days
iii. Meeting supervisors to gather feedback
iv. Building relationships with colleagues
v. Identifying the potential mentors
vi. Reviewing the efficiency of all company processes and procedures.
vii. Visiting other departments
viii. Attending more training.
All these activities will be aimed at getting to understand the workplace
even more better.

90-day plan
 The 90-day plan will have a number of activities that will
characterize it:
i. Obtaining feedback on new processes and procedures
ii. Implementing new procedures and processes
iii. Addressing the three strategic initiatives
This plan will be aiming at evaluating the performance of the
business activities as used to

Summary of 30-60-90 day plan
30-day plan 60-day plan 90-day plan
i. Training
ii. Meeting team members
iii. Learning the Royal Bank
of Canada system,
products, and services
iv. Reviewing clients
procedures and clients
accounts.
i. Studying the best
banking practices in
Canada
ii. Setting goals to be
achieved in the next 30
days
iii. Meeting supervisors to
gather feedback
iv. Building relationships
with colleagues
v. Identifying the potential
mentors
vi. Reviewing the efficiency
of all company processes
and procedures.
vii. Visiting other
departments
viii. Attending more training.
i. Obtaining feedback on
new processes and
procedures
ii. Implementing new
procedures and
processes
iii. Addressing the three
strategic initiatives

Conclusion
 The 30-60-90 plan for the business accounts manager job roles is
very vital for the Bank. It will be of great contribution to the
success of the business activities the bank gets itself involved in.
 All the business activities will be aimed at achieving proper
relationships with all the clients that visit the bank.
 Considering the clients as king will keep the business focused on
effectively performing in its activities.

References
Grant, R. M., 2016. Contemporary Strategy Analysis. s.l.:John Wiley & Sons.
Kelchner, L., 2016. Total Quality Management & Strategic Planning. s.l.:s.n.
Rotarius, D. O. &. T., 2004. The Comprehensive Organizational Plan. s.l.:Lippincott
Williams & Wilkins, Inc.
Vining, A. R. &. G. S., 2017. The outsourcing decision: a strategic framework. In Global
Outsourcing Strategies. s.l.:Routledge.