Client Success Advisor — Banking & Digital Solutions

Royal Bank of Canada; Halifax; On-site; CAD 32,000 - 42,000; Part time

Job summary

Royal Bank of Canada is seeking a part-time client-focused banking professional to engage with clients in-branch and in the community. You will educate clients on digital banking, assist with transactions, and identify referrals to RBC partners to help clients achieve their financial goals.

You will need a strong client-first attitude, excellent problem-solving and relationship-building skills, and the flexibility to work all business hours. Mutual Funds accreditation is a nice-to-have.

Qualifications

• Proven client-first mindset in a sales environment.
• Strong problem-solving and relationship-building abilities.
• Willingness to learn and adapt in a branch setting.
• Comfort using smartphones, tablets, laptops, and digital banking tools.
• Available to work all business hours.

Responsibilities

• Engage with clients in-branch and community to uncover banking needs and referrals.
• Educate clients and demonstrate digital banking solutions for a memorable experience.
• Assist clients with a full range of financial transactions.
• Listen and discuss client needs to tailor solutions.
• Resolve and prevent client banking problems; refer complex cases to specialists.
• Build relationships with RBC partners to maximize opportunities and referrals.

Skills

Client focus

Problem solving

People skills

Digital literacy

Work hours flexibility

Education

Mutual Funds accreditation

Job description

Royal Bank of Canada is seeking a part-time client-focused banking professional to engage with clients in-branch and in the community. You will educate clients on digital banking, assist with transactions, and identify referrals to RBC partners to help clients achieve their financial goals.

You will need a strong client-first attitude, excellent problem-solving and relationship-building skills, and the flexibility to work all business hours. Mutual Funds accreditation is a nice-to-have.