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Client Banking Consultant Intern
2 months ago
Position Overview
What is the opportunity?
This exceptional role leverages your client-oriented advisory skills and innate problem-solving abilities to enhance each client interaction by assisting them with their daily banking, credit, and investment requirements. As a representative of RBC, you contribute value during critical moments for clients and collaborate with fellow RBC professionals to help clients realize their objectives. Whether you're guiding a client through digital banking, onboarding a new client, or referring a complex situation to a specialist, your knowledge will play a vital role in creating impactful and memorable client experiences, while also fostering client satisfaction and loyalty.
Key Responsibilities
- Engage proactively with clients throughout the branch and in the community, identifying banking needs, offering assistance and guidance, and recognizing sales and referral opportunities.
- Emphasize client education and demonstration, utilizing technology to provide a remarkable client experience, drive sales, and retain business.
- Respond to client-initiated inquiries, assisting them with a comprehensive range of financial transactions.
- Actively listen and engage clients in dialogue to better understand their unique needs.
- Take proactive ownership of resolving and preventing client banking issues.
- Develop and maintain relationships with partners to maximize business opportunities and referrals.
Qualifications for Success
Essential
- Mutual Funds accreditation, or a willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course).
- A goal-oriented individual with a demonstrated commitment to prioritizing clients.
- Strong problem-solving and interpersonal skills, with the capacity to cultivate robust relationships and proactively engage with clients.
- Proficiency in digital tools across various devices (e.g., smartphones, tablets, laptops).
Preferred
- A proven track record in establishing rapport and sustaining client relationships within the financial or service sector.
Benefits
We are driven by the challenge to excel, progressive thinking to foster growth, and collaboration to deliver trusted advice that empowers our clients and enhances community prosperity. We value each other, strive to reach our potential, make a positive impact in our communities, and achieve mutual success.
- A comprehensive Total Rewards Program that includes competitive compensation, bonuses, and flexible benefits.
- Ongoing opportunities for career advancement.
- World-class sales training, coaching, and development opportunities.
- Support from a dynamic, collaborative, and high-performing team, along with access to top-tier tools and training.
- Opportunities to achieve significant success and advance your career with RBC.
Core Competencies
Advice-Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
