Client Experience & Banking Advisor

RBC; Moosomin; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive compensation

Flexible benefits

World-class training

Job summary

RBC in Moosomin, Canada, is seeking a client-focused banking professional to engage with customers in-branch and in the community, uncovering needs and guiding them through transactions and digital tools.

You will educate clients on digital banking, respond to inquiries, and collaborate with partners to convert opportunities into referrals, ensuring a high level of client satisfaction and loyalty.

Qualifications

• Must have a client-first mindset and a track record in target-driven sales.
• Strong problem-solving and people skills to build relationships.
• Digital literacy across devices and platforms to educate clients.

Responsibilities

• Proactively engage with clients in-branch and in the community, uncovering banking needs and sales opportunities.
• Demonstrate and educate clients on digital banking tools to enhance their experience.
• Respond to client inquiries and process a full range of financial transactions.
• Listen actively to understand client needs and resolve issues.
• Collaborate with RBC partners to refer complex opportunities to specialists.

Skills

Client-focused sales

Digital literacy

Problem solving

Relationship building

Education

Canadian Securities Course

Mutual Funds accreditation

Job description

RBC in Moosomin, Canada, is seeking a client-focused banking professional to engage with customers in-branch and in the community, uncovering needs and guiding them through transactions and digital tools.

You will educate clients on digital banking, respond to inquiries, and collaborate with partners to convert opportunities into referrals, ensuring a high level of client satisfaction and loyalty.