Client Advisor
Description
In this role, you will act as a primary point of contact for clients within an RBC branch, dedicated to providing a superior customer experience. You will be responsible for understanding individual client needs, offering tailored financial solutions, and promoting digital banking tools. Your goal is to foster client loyalty and support the growth of the branch by identifying sales and referral opportunities while collaborating with specialized partners.
Ce que nous recherchons
Actively engage with branch visitors and community members to uncover financial needs and provide advice.,Educate and assist clients in adopting digital banking technologies.,Process financial transactions accurately and efficiently.,Identify opportunities for product sales or referrals to internal partners.,Resolve client issues and prevent future problems through proactive ownership.,Adhere to risk management and compliance protocols to protect client and bank interests.
Candidat idéal
Proven track record in a target-driven sales or customer service environment,High digital literacy across multiple devices (mobile, tablet, laptop),Strong ethical standards and a desire for professional growth,Mutual Funds accreditation (e.g., IFIC or CSC) is often considered an asset
Compétences techniques
Compétences interpersonnelles
Heures de travail
Flex hours (Must be able to work all business hours)
Avantages
Engagements spéciaux
Must be willing to travel or work from any local RBC branch locations listed in the region.
À propos de l'entreprise
Royal Bank of Canada
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être et guidée par des principes en vue de produire une performance de premier plan. En tant que plus grande banque du Canada, elle offre des services de banque aux particuliers et aux entreprises, de gestion de patrimoine et de marchés des capitaux à plus de 17 millions de clients dans le monde.
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