Client Advisor
Core
Client-focused sales advisor helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities.
Role type
Client Advisor (Banking)
Builds
Client relationships and sales/referral pipelines for RBC Personal & Commercial Banking
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Client discovery, problem-solving, digital literacy, active listening, relationship building, sales
Responsibilities
Proactively engage with clients in branch and community to uncover banking needs; assist with full range of financial transactions; demonstrate digital banking tools; resolve client banking problems; cultivate partner relationships for referrals.
Seniority
Individual Contributor