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Banking Advisor
2 months ago
This role requires a student-focused, digital-first advice expert with natural problem-solving skills to maximize each interaction. You will help clients (primarily University students) with their everyday banking, credit, and investment needs through the use of new digital tools in our RBC University locations.
Key Responsibilities- Focus on student education and demonstration, leveraging new digital solutions to deliver a memorable client experience, drive brand value, and retain relationships.
- Actively listen and engage students in conversation to further understand their individual needs.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivate and maintain relationships with students, colleagues, and partners to make the most of advice opportunities and referrals.
- Proactively engage with students 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.
- Respond to client-initiated contact, assisting them with a range of self and assisted service financial transactions.
- A warm, friendly, and approachable attitude with a demonstrated passion for putting clients first, as well as demonstrated success in a fast-paced retail environment.
- Above-average digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.) and the ability to learn new technology quickly.
- Superior emotional intelligence and situational awareness, as well as problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
- An entrepreneurial attitude, being adaptable, eager to learn, having strong personal ethics, and a hunger for success.
- Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course).
- A comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits.
- Continued opportunities for career advancement.
- World-class training, coaching, and development opportunities.
- Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools and training.
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.