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?
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
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.
Hi! How can we help you?
Click below button to start chat