Client Advisor Business Services

RBC; Yorkton; On-site; CAD 45,000 - 65,000; Full time

Job summary

Join RBC as a Client Advisor in Business Services and leverage your cash and custody experience to deliver exceptional customer service. This role focuses on providing financial advice tailored to client needs, while contributing to team sales results and enhancing client relationships in your community.

Benefits

Comprehensive Total Rewards Program including bonuses and flexible benefits

World-class training program in financial services

Excellent career development and access to various job opportunities

Supportive leadership through coaching and managing opportunities

Qualifications

• Must have cash and custody experience.
• Proven customer service skills, preferably in the financial or service industry.
• Drive and self-motivation, along with excellent communication skills.

Responsibilities

• Deliver exceptional customer service through completing transactions and engaging in needs-based conversations.
• Identify client needs and provide tailored financial advice at the first point of contact.
• Manage risks by adhering to compliance routines and processes.

Skills

Adaptability

Client Centricity

Communication

Curiosity

Job description

Job Summary

What is the opportunity?

We have an exciting opportunity to join our team in X as a Client Advisor, Business Services. Applicants who have cash and custody
experience is considered mandatory for this position.

At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day. In this role, you
provide financial advice to clients and find solutions that meet their individual needs. You have the power to make our brand work for the
people within your local community as you dedicate yourself to putting your clients first. If you have the drive to deliver exceptional
customer service, you can build a great career with us here at RBC.

Job Description

What will you do?

• Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and

communicating with clients throughout the branch

• Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
• Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of

RBC partners, or personally fulfil client solutions.

• Understand & resolve client concerns, where possible, at first point of contact and be responsible for answering incoming calls and

resolving business account inquiries, balancing cash daily and following established procedures if out of balance and uncovering

customer’s personal or business needs and referring them to the appropriate staff members (refer credit requests, investments, new

accounts etc.)

• Educate & assist clients, especially business clientele with using RBC digital capabilities.
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing

transactions

• Perform business deposits, withdrawals, and bill payments. They will process night deposits, order, ship and prepare Canadian cash for

customer pick-up, order and ship foreign exchange currency and process customer service representative chute bags.

What do you need to succeed?

Must-have

• cash and custody experience

• Proven customer service skills, preferably in the financial or service industry
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed

Nice-to-have

• Sales experience in the financial or service industry
• Knowledge of RBC Business accounts, products and offerings

Is this job right for you? Check out our video and decide for yourself!

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 bonuses and flexible benefits, competitive compensation, commissions, and stock

where applicable

• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Client Centricity, Communication, Curiosity

Additional Job Details

Address:

78 BROADWAY ST E:YORKTON

City:

YORKTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-30

Application Deadline:

2025-06-13

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.