Part Time Client Advisor
Role Overview
Support clients with everyday banking and maximize each interaction through client-focused service and problem-solving.
Help clients use digital banking, onboard new clients, and refer complex opportunities to specialists.
Contribute to client satisfaction and loyalty by creating helpful and memorable experiences.
Key Skills for This Role
Full Job Posting
Role overview
Support clients with everyday banking and maximize each interaction through client-focused service and problem-solving.
Help clients use digital banking, onboard new clients, and refer complex opportunities to specialists.
Contribute to client satisfaction and loyalty by creating helpful and memorable experiences.
Responsibilities
- Engage clients in the branch and community to identify banking needs, provide advice, and uncover sales and referral opportunities.
- Educate clients and demonstrate technology to improve experience, drive sales, and retain business.
- Assist with a full range of financial transactions and respond to client-initiated contact.
- Understand client needs, resolve and prevent banking problems, and maintain partner relationships for referrals.
Must-have qualifications
- Client-first approach and 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.
- Availability to work all business hours.
Nice to have
- Experience building rapport and maintaining client relationships in financial or service industries.
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
Hours
- Part-time position with 18.75 scheduled work hours per week.
Workplace
- The role serves clients at an RBC branch and in the community.
Benefits and development
- Total rewards program includes compensation, bonuses, and flexible benefits.
- Career advancement, sales training, coaching, and development opportunities are available.
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