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Client Advisor

2 months ago

Saanich, Canada Royal Bank of Canada> Full time

Job Summary

This exciting opportunity is for the entire Victoria East Community. As a Client Advisor, you will be responsible for providing exceptional client service and building strong relationships with clients. You will help clients with their everyday banking needs, provide advice and guidance, and identify sales and referral opportunities. You will also work closely with RBC partners to help clients achieve their goals. Whether you're demonstrating digital banking to a client, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences. You will be responsible for proactively engaging with clients, uncovering their banking needs, and providing help and advice. You will also focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales. You will respond to client-initiated contact, assisting them with a full range of financial transactions. You will actively listen and engage clients in conversation to further understand their individual needs. You will also take ownership of resolving and preventing client banking problems. You will cultivate and maintain relationships with partners to make the most of business opportunities and referrals. You will be a key member of the RBC team, working collaboratively to deliver trusted advice to help clients thrive and communities prosper. You will have the opportunity to achieve great success and grow your career with RBC. We are committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Key Responsibilities

  • Proactively engage with clients 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
  • 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

  • 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.)
  • Must be able to work all business hours

What's in it for you?

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.

  • 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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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