Client Relationship Specialist

4 weeks ago

Port Moody, British Columbia, Canada Royal Bank of Canada> Full time

Position Overview

Role Summary

What does this role entail?

This distinctive role leverages your client-centric sales acumen and innate problem-solving abilities to enhance every client interaction. In this capacity, you assist clients with their daily banking needs. As a representative of RBC, you provide value during critical moments for clients and work in tandem with RBC partners to help clients realize their financial aspirations. Whether you are guiding a client through digital banking tools, onboarding a new customer, or referring a complex situation to a specialist, your knowledge will play a vital role in fostering meaningful and memorable client experiences that drive satisfaction and loyalty.

Key Responsibilities

  • Engage proactively with clients across all branch areas and within the community, identifying banking requirements, offering assistance and advice, and recognizing sales and referral prospects.
  • Emphasize client education and demonstration, utilizing technology to create an unforgettable client experience, boost sales, and retain business.
  • Respond to inquiries initiated by clients, aiding them with a comprehensive range of financial transactions.
  • Actively listen and engage clients in dialogue to gain a deeper understanding of their unique needs.
  • Take initiative in resolving and preventing client banking issues.
  • Develop and sustain relationships with partners to optimize business opportunities and referrals.

Qualifications for Success

Essential Skills

  • A demonstrated commitment to prioritizing clients, along with a proven track record in a hands-on, target-oriented sales environment.
  • Strong problem-solving and interpersonal skills, with the capacity to cultivate robust relationships and proactively engage with clients.
  • Adaptability, a willingness to learn, high personal integrity, and a drive for success.
  • Proficiency in digital tools across various devices (e.g., smartphones, tablets, laptops).
  • Availability to work during all business hours.

Preferred Skills

  • A history of building rapport and maintaining client relationships within the financial or service sectors.
  • Accreditation in Mutual Funds (e.g., Investment Funds in Canada or the Canadian Securities Course).
  • Fluency in Cantonese is a plus.

What We Offer

We thrive on the challenge to excel, embrace progressive thinking for continuous growth, and collaborate to provide trusted advice that empowers our clients and enriches our communities. We value each other, strive to reach our potential, make a positive impact in our communities, and achieve shared success.

  • A comprehensive Total Rewards Program that includes competitive pay, bonuses, and flexible benefits.
  • Ongoing opportunities for career progression.
  • World-class sales training, coaching, and development opportunities.
  • Support from a dynamic, collaborative, and high-performing team, along with top-tier tools and training.
  • Potential for significant success and career advancement with RBC.

Core Competencies

Adaptability, Client-Centric Solutions, Client Engagement, Communication, Curiosity, Data Analysis, Digital Proficiency

Commitment to Inclusion

At RBC, we champion diversity and inclusion as a catalyst for innovation and growth. We are dedicated to cultivating inclusive teams and fostering an equitable workplace where employees can express their authentic selves. We are actively 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.

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