Rbc
BankingAdvisor
“Banking Advisor at Rbc. Engage with clients in branch and community. Uncover banking needs and provide advice”
What You'll Achieve.
Drive client satisfaction and loyalty; Achieve great success and grow career
Industry & Context.
Problem-solving skills
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. ), 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 branch and community
Uncover banking needs and provide advice
Identify sales and referral opportunities
Focus on client education and demonstration
Leverage technology for client experience
Respond to client-initiated contact
Assist with financial transactions
Listen and engage clients to understand needs
Take ownership of resolving client problems
Cultivate 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
Applying for this Banking Advisor role?
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