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Client Relationship Manager

2 months ago

Windsor, Ontario, Canada Royal Bank of Canada Full time

Job Summary

We are seeking a highly skilled and client-focused professional to join our team as a Client Advisor. As a key member of our team, you will be responsible for delivering exceptional client experiences and driving sales growth through proactive engagement and relationship-building.

Key Responsibilities

  • Client Engagement
    • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities.
  • Client Education and Demonstration
    • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
  • Client Support
    • Respond to client-initiated contact, assisting them with a full range of financial transactions.
  • Relationship Building
    • Actively listen and engage clients in conversation to further understand their individual needs.
  • Problem Resolution
    • Proactively take ownership of resolving and preventing client banking problems.
  • Partnership Development
    • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.

Requirements

  • Must-have
    • 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.).
    • Ability to work all business hours.
  • Nice-to-have
    • Track record in building rapport and maintaining client relationships within the financial or service industry.
    • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course).

What We Offer

  • 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 Royal Bank of Canada.

Job Skills

  • Adaptability
  • Advice-based solutions
  • Client-centricity
  • Client discovery
  • Communication
  • Curiosity
  • Data analysis
  • Digital literacy