Private Banking Associate
Core
Fulfill incoming servicing requests via email, phone, and in-person to deliver a tailored client experience and identify unmet client needs for Private Banking clients.
Role type
Private Banking Associate (Client Service)
Builds
Enhanced client experience and digital engagement channels for RBC Private Banking clients
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
Client service, Banking operations, Microsoft Office Suite, Organizational skills, Transaction excellence
Responsibilities
Resolve client concerns at first point of contact, Deliver tailored client experience across multiple channels, Champion digital education for clients, Identify unmet client needs through daily interactions