Part Time Client Advisor
Role Overview
Part-time Client Advisor role supporting clients with everyday banking and memorable service experiences.
Collaborate with RBC partners and refer complex opportunities to specialists when appropriate.
The role is based at the Duncan branch.
Key Skills for This Role
Full Job Posting
Role overview
Part-time Client Advisor role supporting clients with everyday banking and memorable service experiences.
Collaborate with RBC partners and refer complex opportunities to specialists when appropriate.
The role is based at the Duncan branch.
Responsibilities
- Engage clients in the branch and community to identify needs, advise, and uncover sales and referral opportunities.
- Educate clients and demonstrate technology to improve experiences, drive sales, and retain business.
- Assist with financial transactions in response to client contacts.
- Listen to clients to understand their individual needs.
- Resolve and prevent banking problems.
- Maintain partner relationships to develop business opportunities and referrals.
Required qualifications
- Client-first approach and success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, with ability to build relationships and connect proactively with clients.
- Flexibility, eagerness to learn, strong personal ethics, and motivation to succeed.
- Digital literacy across smartphones, tablets, laptops, and other devices.
- Ability to work all business hours.
Preferred qualifications
- Experience building rapport and maintaining client relationships in financial or service industries is an asset.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course, is an asset.
Benefits and development
- Comprehensive rewards program with competitive compensation, bonuses, and flexible benefits.
- Career advancement opportunities, sales training, coaching, and development.
- Support from a collaborative team and access to tools and training.
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