Private Banking Associate

  • 2-3 Year
  • Halifax
  •   Posted On: April 13, 2018
  •   Skills:  Banking Operations, MS Office, Retail Banking

Job Overview

Roles & Responsibilities

What will you do?

As Private Banking Associate, you will meet with all new clients and outline how the PBA role provides support as part of the relationship team 

You will act as primary contact for new and existing client’s needs, coordinating sales and fulfillment with product and service specialists

As one who thrives on finding the solution, you will ensure problems are resolved to the client’s satisfaction, and you will advise the Private Banker of potential escalation/major issues.

As a sales and client service professional, you will maximize opportunities with clients to enhance retention, revenue growth and referrals

Using your technological knowledge, you will also maximize the use of technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results.

What do you need to succeed? 

Must have 

Completion of IFIC and /or CSC 

A minimum of 2-3 years retail banking experience

Strong working knowledge of MS Office

Proven client service skills

Excellent organizational skills

Nice to have 

Post-secondary education in Commerce or Business Administration 

Good understanding of investment fundamentals and thorough understanding of RBC products and services

Capability to work in a fast paced self-motivated environment

French written & spoken

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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