Client Success Advisor – Banking & Digital Solutions

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

Job summary

RBC in Delta, BC is seeking a branch-based Sales Associate to deliver client-focused banking experiences. You will engage customers in-branch and locally, educate on digital banking, process a full range of transactions, and refer opportunities to specialists to grow relationships.

You'll build trust by listening to client needs, resolving issues, and collaborating with partners to maximize referrals. This role requires flexibility to work all business hours and a strong customer-first mindset.

Qualifications

• Demonstrated passion for putting clients first in a target-driven sales environment.
• Strong problem-solving and people skills to build relationships with clients.
• Flexible, eager to learn with strong ethics and drive for success.
• Digital literacy across devices (smartphones, tablets, laptops).
• Ability to work all business hours.

Responsibilities

• Proactively engage with clients in branch and community to uncover needs and identify sales opportunities.
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales.
• Respond to client-initiated inquiries, assisting with a full range of financial transactions.
• Actively listen to understand individual client needs and resolve issues.
• Cultivate and maintain relationships with partners to maximize referrals.

Skills

Client focus

Sales

Problem-solving

People skills

Digital literacy

Education

Mutual Funds accreditation / Canadian Securities Course

Job description

RBC in Delta, BC is seeking a branch-based Sales Associate to deliver client-focused banking experiences. You will engage customers in-branch and locally, educate on digital banking, process a full range of transactions, and refer opportunities to specialists to grow relationships.

You'll build trust by listening to client needs, resolving issues, and collaborating with partners to maximize referrals. This role requires flexibility to work all business hours and a strong customer-first mindset.