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Banking Advisor
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Banking and Financial Services Professional
2 months ago
This exciting opportunity calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you will help clients with their everyday banking, credit, and investment needs. As a Royal Bank of Canada ambassador, you will add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.
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.
- Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course).
- 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.).
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
- Network and develop lasting relationships with clients from diverse backgrounds.
- Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
- Leaders who support your development with coaching and learning opportunities.
- Work in a dynamic, collaborative, progressive, and high-performance team.
- Ability to make a difference and lasting impact.
- Enjoy a comfortable work environment with the ability to dress casually.
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
