Client advisor
Core
Client advisor in a bank branch delivering transactions, sales, and referral solutions to individual clients.
Role type
Client advisor (branch banking)
Builds
Client relationships and business growth for RBC
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client service, sales, bilingualism (English/French), digital literacy, compliance adherence
Preferred skills
Mutual Funds accreditation, rapport building
Technologies
Smartphones, tablets, laptops
Responsibilities
Engage clients to complete transactions and identify sales opportunities, educate clients on products, resolve banking problems, adhere to compliance routines, cultivate partner relationships