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Banking Advisor
2 months ago
Maximize client interactions and drive sales in a dynamic banking environment, leveraging expertise in everyday banking, credit, and investment needs to create meaningful client experiences.
Job Description
As an RBC ambassador, you will proactively engage with clients, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities. You will focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and 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.
Requirements
- Mutual Funds accreditation (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 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 (i.e., smartphones, tablets, laptops, etc.).
- Availability to work all open business hours.
Preferred Qualifications
- Track record in building rapport and maintaining client relationships within the financial or service industry.
What We Offer
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits.
- Continued opportunities for career advancement.
- World-class sales training, coaching, and development opportunities.
- Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools and training.
- Opportunity to achieve great success and grow your career with RBC.
Job Skills
- Advice Based Solutions.
- Client Centricity.
- Client Discovery.
- Communication.
- Critical Thinking.
- Curiosity.
- Data Analysis.
- Digital Literacy.
About RBC
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.