{bc}
indeed

Part Time Client Advisor

RBC
Duncan, CAN
Part-time
Onsite
Discovered 5 days ago
Client-focused salesBanking transactionsClient needs discoverySales and referralsClient education and digital banking demonstrationProblem-solving

Full Job Posting

Role overview

Part-time Client Advisor in RBC Personal and Commercial Banking; scheduled for 18.75 hours per week.

Helps clients with everyday banking and creates useful, memorable client interactions.

Responsibilities

  • Engage clients in the branch and community to identify banking needs, provide advice, and uncover sales and referral opportunities.
  • Educate clients and demonstrate digital banking tools to improve client experience, drive sales, and retain business.
  • Respond to client inquiries and assist with financial transactions; listen to understand individual needs.
  • Take ownership of resolving and preventing banking problems.
  • Build partner relationships to support business opportunities and referrals.

Must-have qualifications

  • Client-first approach and demonstrated success in a hands-on, target-driven sales environment.
  • Problem-solving and people skills, with the ability to build relationships and proactively connect with clients.
  • Flexibility, eagerness to learn, strong personal ethics, and motivation to succeed.
  • Digital literacy across smartphones, tablets, laptops, and other devices.
  • Must be able to work all business hours.

Assets

  • Client relationship experience in financial services or another service industry is an asset.
  • Mutual funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course, is an asset.

Workplace

  • Branch and community engagement are part of the role.

Development and rewards

  • The posting describes compensation, bonuses, flexible benefits, sales training, coaching, and career development opportunities; it does not specify salary cadence.

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