Bilingual Retention Agent providing customer service and retention for Manulife. Responsible for inbound/outbound calls and sales applications in English and French.
About the role
- Client Advisor at RBC facilitating personal and business banking needs while enhancing client experiences. Engaging clients in retail locations and providing basic banking solutions and advice.
Responsibilities
- Maintain an engaging on-the-floor presence in our retail locations, ensuring every client is proactively greeted and engaged upon entry
- Actively listen to uncover the reason for their visit, taking ownership of client needs and resolving concerns at first point of contact
- Assist clients to fulfill their immediate everyday banking needs, both personal and business, using RBC’s systems and best in class digital platforms, while respecting client preferences
- Engage in discovery conversations to understand client needs, provide client-centric advice and personally fulfill on the appropriate simple advice, solutions and service
- Contribute to a culture of collective team success by uncovering opportunities to provide warm introductions to RBC Partners to fulfil on more complex client needs
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Requirements
- A passion for hosting an exceptional client experience
- Curiosity, emotional intelligence and empathetic communication skills
- Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)
- Personal flexibility to work flex hours
- A self-motivated eagerness to learn and determination to succeed
- Fluent in English and Mandarin or Cantonese
- Previous retail or customer service experience (Nice-to-have)
- Experience in the financial or service industry (Nice-to-have)
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- A world-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
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