Private Banking Client Care Advisor

RBC•Mississauga, ON

2d•Onsite

About The Position

As a key member of the Private Banking team, the Client Care Advisor is responsible for creating a tailored and memorable welcome experience at our Vancouver Private Banking Office. You will fulfil on incoming servicing requests in person, via email, and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable our clients to engage with RBC through the channel of their choice. Please note this position involves being on-site 5 days a week.

Requirements

Minimum of 1-2 years of banking experience
Strong working knowledge of Microsoft Office Suite
Proven client service skills
Excellent organizational skills

Nice To Haves

Post-secondary education in Commerce or Business Administration

Responsibilities

Be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting.
Understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone.
Apply professional hospitality standards and professional client communication which includes e-mail, phone or in person interaction with clients.
Manage conference room booking.
Manage stationery and display of marketing materials.
Manage Private Banking Centre traffic, informing management team of opportunities to improve sales and service availability.
Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner.
Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice.