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Client Relationship Specialist

3 months ago

Granby, Quebec, Canada RBC Full time

Position Overview

Role Summary

This role presents an exciting opportunity for individuals interested in contributing to current and future positions within the banking sector, particularly in the South-Shore of Montreal and Montérégie regions.

What does this role entail?

This distinctive position leverages your sales acumen and innate problem-solving abilities to enhance every client interaction. You will assist clients with their daily banking, credit, and investment requirements. As a representative of RBC, you will provide value during critical moments for clients and collaborate with RBC partners to help them reach their financial objectives. Whether you are guiding a client through digital banking features, onboarding new clients, or referring complex inquiries to specialists, your expertise will play a vital role in creating impactful and memorable client experiences that foster satisfaction and loyalty.

Key Responsibilities

  1. Engage proactively with clients throughout the branch and community, identifying banking needs, offering assistance and advice, and uncovering sales and referral opportunities.
  2. Emphasize client education and demonstration, utilizing technology to create memorable experiences, drive sales, and retain business.
  3. Respond to client-initiated inquiries, providing assistance with a comprehensive range of financial transactions.
  4. Listen attentively and engage clients in discussions to better understand their unique needs.
  5. Take proactive ownership in resolving and preventing client banking issues.
  6. Build and maintain relationships with partners to maximize business opportunities and referrals.

Qualifications for Success

Essential Requirements

  1. Mutual Funds accreditation or a willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course).
  2. A demonstrated commitment to client-centric service and success in a target-driven sales environment.
  3. Strong problem-solving and interpersonal skills, with the ability to cultivate relationships and connect with clients proactively.
  4. Flexibility, a desire to learn, strong ethical standards, and a drive for success.
  5. Proficiency in digital tools across various devices (e.g., smartphones, tablets, laptops).
  6. Bilingual proficiency in English and French is required, as you will regularly assist clients with diverse language needs.

Desirable Attributes

  1. A proven track record in establishing rapport and maintaining client relationships within the financial or service sectors.

Benefits of Joining RBC

At RBC, we embrace the challenge of striving for excellence, fostering progressive thinking for growth, and collaborating to provide trusted advice that helps our clients thrive and communities prosper. We prioritize the well-being of our employees and the success of our communities.

  1. A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation.
  2. A world-class training program in financial services.
  3. Excellent career development opportunities and access to a variety of roles across different business areas and locations.
  4. Supportive leadership focused on your development through coaching and management opportunities.
  5. Work within a dynamic, collaborative, and high-performing team environment.

Core Competencies

Client-Centric Solutions, Relationship Management, Effective Communication, Analytical Thinking, Digital Proficiency.

Commitment to Inclusion

RBC is dedicated to fostering diversity and inclusion for innovation and growth. We strive to create inclusive teams and an equitable workplace where employees can bring their authentic selves to work. We are committed to addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also aim to provide an accessible candidate experience for prospective employees with varying abilities. Please inform us if you require any accommodations during the recruitment process.