Client Advisor, Business Services

  • 2-3 Year
  • Porters Lake
  •   Posted On: April 16, 2018
  •   Skills:  Banking Operations, Customer Service

Job Overview

Roles & Responsibilities

Key Accountabilities

The successful candidate will be responsible for 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 

This person will also 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.)

 A responsive first point of contact role focused on providing professional and attentive service to clients by accurately completing immediate core business banking needs (simple & complex)

 Responsible for efficient management of unit controls

Knowledge / Experience 


Strong organizational skills, attention to detail

Have a working knowledge of service platform and compass systems

A comprehensive background within the financial industry


Proven ability to respond calmly and constructively when dealing with irate clients or when working in a stressful situation.

Industry experience in financial services, retail, hospitality etc


Exceptional customer service skills and the ability to discover and meet the client’s needs

A minimum of one year of client service preferably 2-3 years in one position.

Experience handling cash as well as experience working in a sales environment

Strong computer skills will also help in working routines

About Royal Bank of Canada

he Royal Bank of Canada History site has been created to remember and celebrate our heritage and the generations of men and women who transformed our company into a leader in Canada and a growing force in countries around the world. Over the years we have invested in the future by delivering quality products, creating jobs, protecting the environment, respecting diversity and making a difference in the communities that we serve. Our shared values of service, teamwork, responsibility, diversity and integrity help guide our behaviours and decisions, inspire us to lead in diversity and inclusion and define what it means to be a responsible corporate citizen. Today, approximately 79,000 client-focused and committed employees help us earn the right to be our clients’ first choice, differentiating us as an exceptional source of advice for the 16 million clients worldwide that we serve.

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