Commercial Banking Advisor

RBCMontreal, QC
Onsite

About The Position

Partnering with Account Managers to enable the identification, planning and delivery of solutions to client and prospects. Enabling delivery of the best sales solutions with Account Managers based on strong knowledge of client’s operational requirements (primarily Cash Management and Deposit Solutions). Deliver the best-in-class Onboarding experience by coordinating the on-boarding of products and services for existing and new clients. Act as service champion for our CFS clients; responding to client concerns by thoroughly analyzing the situation, searching for solutions, identify and leverage appropriate partners to resolve client concerns. Serve clients well by proactively reviewing the ever changing day to day banking needs and identifying and recommending the best solutions for the client. Actively participate in ongoing contact programs to forge strong relationships with clients by staying in touch.

Requirements

  • Approximately 2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice, responding to client requests and navigating your organization to solve client issues
  • Proven customer service skills in a financial or services industry e.g. retail, hospitality
  • Requires fluency in French and English in order to serve our clients in the community with English speaking needs. Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice To Haves

  • Strong sales orientation with a passion for fulfilling client needs
  • Strong interpersonal and negotiation skills
  • Entrepreneurial attitude and self-motivation to achieve above average results
  • Continuous learner with a deep curiosity for understanding his/her diverse customers and is up to date with changes in client needs, procedures, and relevant products.

Responsibilities

  • Deliver the best-in-class Onboarding experience by coordinating the on-boarding of products and services for existing and new clients
  • Act as service champion for our CFS clients; responding to client concerns by thoroughly analyzing the situation, searching for solutions, identify and leverage appropriate partners to resolve client concerns.
  • Serve clients well by proactively reviewing the ever changing day to day banking needs and identifying and recommending the best solutions for the client.
  • Actively participate in ongoing contact programs to forge strong relationships with clients by staying in touch.
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