Client Banking Advisor: Growth, Digital Skills & Service

Clubshop | US

Guelph, Guelph/Eramosa

Remote

CAD 45,000 - 65,000

Full time

4 days ago
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Benefits offered by this job

Total rewards program
Career advancement opportunities
World-class sales training and develop

Job summary

RBC is seeking a client-focused Banking Sales Associate to enhance customer experiences in-branch and through community outreach. You will guide clients through digital banking solutions, handle a range of banking transactions, and identify opportunities to refer clients to specialists as needed.

Your role emphasizes building strong client relationships, learning quickly, and collaborating with partners to deliver personalized financial solutions and drive loyalty.

Qualifications

  • Demonstrated client-focused sales experience in a service environment.
  • Strong problem-solving and interpersonal skills; ability to build relationships.
  • Comfort with digital banking tools and channels across devices.
  • Flexibility, eagerness to learn and strong work ethic.
  • Ability to work across business hours and in a branch setting.

Responsibilities

  • Engage with clients in-branch and in the community to uncover banking needs and opportunities.
  • Educate clients on digital banking and demonstrate features to drive adoption.
  • Assist with a full range of banking transactions and referrals to specialists when needed.
  • Listen actively to understand client goals and resolve issues.
  • Maintain relationships with partners to maximize business opportunities and referrals.

Skills

Sales skills
Problem solving
Digital literacy
Client relationships

Job description

RBC is seeking a client-focused Banking Sales Associate to enhance customer experiences in-branch and through community outreach. You will guide clients through digital banking solutions, handle a range of banking transactions, and identify opportunities to refer clients to specialists as needed.

Your role emphasizes building strong client relationships, learning quickly, and collaborating with partners to deliver personalized financial solutions and drive loyalty.

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