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Banking Expert

2 months ago

Joliette, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

**Opportunity for Client-Focused Sales Professionals**

What is the Opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As a Royal Bank of Canada ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

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

Must-have

  • 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.

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry

Benefits

We strive to meet the challenge of being our best, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and succeed in their communities. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

  • 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

Job Skills

Key Competencies

  • Advice Based Solutions
  • Client Centricity
  • Client Discovery
  • Communication
  • Critical Thinking
  • Curiosity
  • Data Analysis
  • Digital Literacy