Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs in a branch setting.
Role type
Banking Advisor (Client Advisor)
Builds
Client relationships and sales/referral opportunities for RBC Personal & Commercial Banking
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Mutual Funds accreditation, client education, digital literacy, problem-solving, relationship building
Preferred skills
Track record in financial or service industry client relationships
Technologies
Digital banking platforms, mobile devices (smartphones, tablets, laptops)
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales opportunities; Demonstrate digital banking tools and assist with financial transactions; Resolve and prevent client banking problems; Cultivate relationships with partners for referrals