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Form of workJob Summary
We have an exciting opportunity to join our team in X as a Client Advisor, Business Services. Applicants who have cash and custody
experience is considered mandatory for this position.
At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day. In this role, you
provide financial advice to clients and find solutions that meet their individual needs. You have the power to make our brand work for the
people within your local community as you dedicate yourself to putting your clients first. If you have the drive to deliver exceptional
customer service, you can build a great career with us here at RBC.
Job Description
What will you do?
- Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and
communicating with clients throughout the branch
- Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
- Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of
RBC partners, or personally fulfil client solutions.
- Understand & resolve client concerns, where possible, at first point of contact and be responsible for answering incoming calls and
resolving business account inquiries, balancing cash daily and following established procedures if out of balance and uncovering
customer’s personal or business needs and referring them to the appropriate staff members (refer credit requests, investments, new
accounts etc.)
- Educate & assist clients, especially business clientele with using RBC digital capabilities.
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing
transactions
- Perform business deposits, withdrawals, and bill payments. They will process night deposits, order, ship and prepare Canadian cash for
customer pick-up, order and ship foreign exchange currency and process customer service representative chute bags.
What do you need to succeed?
Must-have
- cash and custody experience
- Proven customer service skills, preferably in the financial or service industry
- Drive and self-motivation, as well as excellent communication skills and emotional intelligence
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Personal flexibility to work flex hours
- Eagerness to learn and determination to succeed
Nice-to-have
- Sales experience in the financial or service industry
- Knowledge of RBC Business accounts, products and offerings
Is this job right for you? Check out our video and decide for yourself!
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our
clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and
achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock
where applicable
- A world-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital LiteracyAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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