Rbc
Banking
BankingAdvisor
“Banking Advisor at Rbc. Skills: Client Centricity, Client Discovery, Sales. Engage with clients in all areas. Uncovering banking needs”
What You'll Achieve.
Maximize each client interaction; Add value in the moments that matter most; Help clients achieve their goals; Creating meaningful and memorable client experiences; Drive client satisfaction and loyalty; Drive sales; Retain business; Achieve great success; Grow your career
Industry & Context.
Problem-solving skills; Critical Thinking
What They're Looking For.
Must Have
Mutual Funds accreditation (i. e. , Investment Funds in Canada or the Canadian Securities Course), Demonstrated passion for putting clients first, success in a hands-on, target-driven sales environment, Problem-solving and people skills, ability to build relationships, proactively connect with clients, Flexibility, eagerness to learn, personal ethics, a hunger for success, Digital literacy across a broad range of devices (i. e. , smartphones, tablets, laptops, etc. ), Availability to work all open business hours
Nice to Have
Track record in building rapport and maintaining client relationships within the financial or service industry
What You'll Do.
Engage with clients in all areas
Uncovering banking needs
Providing help and advice
Identifying sales and referral opportunities
Client education and demonstration
Leveraging technology to deliver experience
Respond to client-initiated contact
Assisting with financial transactions
Actively listen and engage clients
Understand individual needs
Ownership of resolving client problems
Cultivate and maintain relationships with partners
How You'll Work.
Team & Collaboration
Collaborate with RBC partners to help clients achieve their goals; Cultivate and maintain relationships with partners
Communication Scope
Communication
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