Rbc
BankingAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Banking Advisor at Rbc. 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; Help clients with their everyday banking, credit, and investment needs; Add value in the moments that matter most to clients; Help clients achieve their goals; Drive client satisfaction and loyalty; Achieve great success and grow your career with RBC
Industry & Context.
Problem-solving; Critical Thinking
What They're Looking For.
Must Have
Mutual Funds accreditation, or willingness to obtain it (e. g. , 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 (e. g. , smartphones, tablets, laptops, etc. )
Nice to Have
Track record in building rapport and maintaining client relationships within the financial or service industry
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
Communication
Full Job Description
**_Job Description_** **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 (e.g., 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 strong relationships and proactively connect with clients * Flexibility, eagerness to learn, strong personal ethics, and a hunger for success * Digital literacy across a broad range of devices (e.g
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