Private Banking Associate — Elite Client Experience

RBC

Vancouver

On-site

CAD 60,000 - 80,000

Full time

4 days ago
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Job summary

RBC in Vancouver is seeking a Private Banking Associate to deliver an elevated client experience by handling servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will promote digital education to enable RBC clients to engage through their preferred channel.

You will work within the Private Banking team to provide tailored service for in-person, email, and phone inquiries, resolving client concerns at first contact with

Qualifications

  • Minimum of 2 to 3 years of banking experience.
  • Strong working knowledge of Microsoft Office Suite.
  • Proven client service skills.
  • Excellent organizational skills.

Responsibilities

  • You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting.
  • As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone
  • Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner
  • Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice

Skills

Banking experience
Client service
Organizational skills
Excellent communication

Education

IFC or CSC
Commerce or Business Administration degree

Tools

Microsoft Office Suite

Job description

RBC in Vancouver is seeking a Private Banking Associate to deliver an elevated client experience by handling servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will promote digital education to enable RBC clients to engage through their preferred channel.

You will work within the Private Banking team to provide tailored service for in-person, email, and phone inquiries, resolving client concerns at first contact with

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