Client Experience Advisor

RBC; Bracebridge; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Career advancement opportunities

Sales training and development

Job summary

RBC in Bracebridge, Canada, seeks a client-focused Banking Associate to engage with customers in-branch and in the community, uncover banking needs, and provide informed advice. You’ll demonstrate digital tools, onboard clients, and refer complex opportunities to specialists to enhance satisfaction and loyalty.

You will listen to individual needs, handle a broad range of transactions, and work with partners to maximize referrals, while maintaining a high standard of service in a dynamic team

Qualifications

• Proven track record in a client-focused, target-driven sales environment.
• Strong problem-solving and people skills to build client relationships.
• Comfort with digital banking tools and technology usage across devices.
• Flexible, ethical, and eager to learn with a client-first mindset.

Responsibilities

• Proactively engage with clients in the branch and community to identify banking needs and referrals.
• Demonstrate and educate clients on digital banking tools and services.
• Handle a full range of financial transactions with accuracy and care.
• Listen actively to understand client needs and tailor advice accordingly.
• Resolve client issues and prevent problems before they arise.
• Maintain productive relationships with RBC partners to maximize referrals.

Skills

Client focus

Sales-driven

Problem-solving

Digital literacy

Time flexibility

Job description

RBC in Bracebridge, Canada, seeks a client-focused Banking Associate to engage with customers in-branch and in the community, uncover banking needs, and provide informed advice. You’ll demonstrate digital tools, onboard clients, and refer complex opportunities to specialists to enhance satisfaction and loyalty.

You will listen to individual needs, handle a broad range of transactions, and work with partners to maximize referrals, while maintaining a high standard of service in a dynamic team