Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
RB
Banking Advisor – Bilingual (Mandarin, Cantonese, Arabic, Turkish, Spanish, Italian, Vietnamese)
Posted 2 weeks ago
About the role
- Banking Advisor position at RBC assisting clients with their banking and investment needs. Engaging clients in the Greater Toronto Area and maximizing client relationships through problem-solving and service.
Responsibilities
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Requirements
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Availability to work all open business hours.
Benefits
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with RBC
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