The Banking Advisor role is customer-oriented, it relies on a consultative selling approach and strong problem-solving skills to enhance our clients’ banking experience dramatically. As a Relationship Manager, you will be responsible for supporting our clients’ Daily Banking, Credit, and Investment needs.
The job entails offering full-service, personalized financial planning to clients through the development of a comprehensive financial plan that addresses not only investment needs but also credit and day-to-day banking needs, while simultaneously growing the client relationship in accordance with organisational performance objectives.
To succeed as a Relationship Manager, a person must possess a strong sales mentality, a client-focused approach, and be familiar with Financial Services, including OTC Mutual Fund credentials. The position provides a highly competitive salary/benefits package, opportunities for advancement, and a very high-quality training program to foster long-term career growth in a co-operative and high-performance work environment.
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Employer Details
Company Name : Royal Bank of Canada
Location : MERRITT, British Columbia, Canada
Salary : $63,486 per year
Job Type : Full-Time
Start Date: As soon as possible
Benefits : competitive base salary with the industry, bonuses for performance, flexible benefit programs, professional development support, collaboration with an elite performing team, dynamic and high-performing collaborative team environment, Compensation that is competitive, performance-based bonus systems, mentoring and developing talent with supportive leaders, strong, flexible and comprehensive benefits package, coaching, flexible work/life balance options, an inclusive and diverse workplace culture.
Job Description
- The Banking Advisor role is customer-oriented, it relies on a consultative selling approach and strong problem-solving skills to enhance our clients’ banking experience dramatically.
- Assist clients by preparing them to utilize the products and services available through digital banking and banking products to help increase retention and support new business growth.
- Help provide high levels of client satisfaction and loyalty and assist your branch to achieve extraordinary performance.
- Develop healthy relationships with clients and should have knowledge in banking.
Responsibilities
- Collaborate with customers in-person at local branches and within their community to learn about their financial needs, wants, and potential banking opportunities.
- Advise customers on everyday banking products and services, credit products and services, and investment products and services.
- Educate and guide customers on the types of digital banking tools and services available to them.
- Process customer requests and process transactions that fall within the bank’s guidelines.
- Listen closely to customers to understand their goals so that personalized solutions can be created.
- Utilize proactive solutions to resolve and prevent issues for customers.
- Build and sustain meaningful relationships with customers and other bank associates.
- Create sales leads and refer customers, in order to help increase branch performance.
Requirements
- Mutual Fund Accreditation, (Investment Funds in Canada and Canadian Securities Course).
- Verifiable successful experience working with clients in a results-oriented sales environment.
- Regularly demonstrable use of digital media, including a variety of devices and extreme diversity among banking products.
- Ability to work all hours of business, across all locations.
- Anyone with financial services or previous client relationship experience is encouraged to apply.
How to Apply?
If you want to join the company, you can click on this link given here. If you want to know more about the job, click the apply link and know more.