Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs in a branch and community setting.
Role type
Banking Advisor Intern
Builds
Client experiences and sales/referral pipelines for RBC Personal & Commercial Banking
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Mutual Funds accreditation, client education, digital literacy, problem-solving, relationship building, financial transaction handling
Preferred skills
Track record in client relationship building within financial or service industry
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales opportunities, demonstrate digital banking tools, assist with full range of financial transactions, resolve client banking problems, cultivate partner relationships for referrals