Rbc
Finance
BankingAdvisor
“Banking Advisor at Rbc. Skills: sales expertise, problem-solving skills, client-focused. help clients with their everyday banking, credit, and investment needs. add value in the moments that matter most to clients”
What You'll Achieve.
maximize each client interaction; drive client satisfaction and loyalty; drive sales; retain business
Industry & Context.
problem-solving skills; Critical Thinking
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.
help clients with their everyday banking
add value in the moments that matter most to clients
collaborate with RBC partners to help clients achieve their goals
demonstrating to a client how to use digital banking
on-boarding a new client
referring a complex opportunity to a specialist
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
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