Rbc
Finance
BankingAdvisor
Neural analysis suggests this role is
optimal for Entry candidates.
“Banking Advisor at Rbc. Skills: Client-focused sales expertise, Problem-solving skills, Relationship building. Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities. Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business”
What You'll Achieve.
Maximize each client interaction; Add value in the moments that most matter to clients; Drive client satisfaction and loyalty
Industry & Context.
Problem-solving skills
Successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting., The ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.
What They're Looking For.
Must Have
Mutual Funds accreditation, or willingness to obtain it (i. e. , Investment Funds in Canada or the Canadian Securities Course), Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment, Problem-solving and people skills, with the ability to build relationships and proactively connect with clients, Flexibility, eagerness to learn, personal ethics, and a hunger for success, Digital literacy across a broad range of devices (i. e. , smartphones, tablets, laptops, etc. ), Bilingualism (English and French) required
Nice to Have
track record of building and maintaining client relationships in the finance or service sector
What You'll Do.
Proactively engage with clients in all areas of the branch and in the community
uncovering banking needs
providing help and advice
as well as identifying sales and referral opportunities
Focus on client education and demonstration
leveraging technology to deliver a memorable client experience
Respond to client-initiated contact
assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
How You'll Work.
Team & Collaboration
Collaborate with RBC partners to help clients achieve their goals; Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Communication Scope
Bilingualism (English and French) required
Full Job Description
**_Job Description_** **Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.** **As part of RBC 's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty. **What will you do?** * Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities * Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business * Respond to client-initiated contact, assisting them with a full range of financial transactions * Actively listen and engage clients in conversation to further understand their individual needs * Proactively take ownership of resolving and preventing client banking problems * Cultivate and maintain relationships with partners to make the most of business opportunities and referrals **What do you need to succeed?** **Must-have** * Mutual Funds accreditation, or willingness to obtain it (i.e., Investm
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