Client-Centric Banking Advisor: Growth & Digital Expertise

RBC; Pelham; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading Canadian bank in Pelham is looking for a Client Service Representative to enhance client interactions through exceptional service and advice. You will engage with clients, help them with their banking needs, and create memorable experiences. Ideal candidates will have a passion for client service, strong relationship skills, and a willingness to obtain mutual funds accreditation. Join a collaborative team in a rewarding position that supports your growth.

Benefits

Comprehensive Total Rewards Program

Continued career advancement opportunities

World-class sales training and coaching

Support from a high-performing team

Opportunity for career growth

Qualifications

• Demonstrated passion for putting clients first.
• Experience in a hands-on, target-driven sales environment.
• Ability to build strong relationships and proactively connect with clients.
• Flexibility and eagerness to learn.
• Digital literacy across a broad range of devices.

Responsibilities

• Proactively engage with clients in the branch and community.
• Focus on client education and demonstration.
• Respond to client-initiated contact and assist with transactions.
• Listen and engage clients to understand their needs.
• Resolve and prevent client banking problems.
• Maintain relationships with partners for business opportunities.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curiosity

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation or willingness to obtain

Job description

A leading Canadian bank in Pelham is looking for a Client Service Representative to enhance client interactions through exceptional service and advice. You will engage with clients, help them with their banking needs, and create memorable experiences. Ideal candidates will have a passion for client service, strong relationship skills, and a willingness to obtain mutual funds accreditation. Join a collaborative team in a rewarding position that supports your growth.