Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Sales & Client Service)
Builds
Client relationships, sales opportunities, and referral pipelines for RBC Personal & Commercial Banking
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client discovery, problem-solving, digital literacy, sales execution, relationship building
Preferred skills
Financial industry experience, rapport building
Technologies
Digital banking platforms, mobile devices, tablets, laptops
Responsibilities
Proactively engage clients to uncover banking needs and identify sales/referral opportunities; Educate clients on digital tools and financial products; Assist with full range of financial transactions; Resolve and prevent client banking problems; Cultivate relationships with partners for business opportunities.
Seniority
Individual Contributor, entry-to-mid level