Part Time Client Advisor
Core
Client-focused sales advisor helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities in a branch and community setting.
Role type
Part-time client advisor (banking)
Builds
Client experiences and sales/referral pipelines for RBC Personal & Commercial Banking
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Client education, problem-solving, digital literacy, relationship building, financial transaction handling, sales identification
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales opportunities; Demonstrate digital banking tools and assist with on-boarding; Respond to client-initiated contact for financial transactions; Resolve and prevent client banking problems; Cultivate relationships with partners for referrals