Member Solutions Advisor delivering tailored financial solutions to members at Tru Cooperative Bank. Handling inquiries through various communication channels in a dynamic contact center environment.
About the role
- Commercial Banking Advisor providing tailored advice to clients in commercial banking. Collaborating with Client Relationship Team for exceptional client onboarding and solutions.
Responsibilities
- Coordinate an exceptional end-to-end client onboarding experience leading with advice to proactively identify opportunities to grow and deepen client relationships.
- Educate clients and provide holistic advice on RBC's digital solutions, enabling clients to self-serve.
- Excel at needs discovery and solution development to provide commercial clients with advice for their day-to-day banking operations, business deposits and simple cash management solutions.
- Work in collaboration with the Client Relationship Team to identify, plan & deliver the best solutions to clients and prospects based on strong knowledge of client’s operational requirements.
- Participate in ongoing proactive contact strategies to forge strong relationships with clients by understanding their needs, goals and changing circumstances so as to advise on increasing operational and working capital efficiency.
Requirements
- Minimum 2 years of demonstrated excellence in a service and sales role
- Proven track record of strong relationship management skills and proven sales success
- Experience with emerging communications and technology (i.e., web-based meetings, social media, digital banking, and mobile applications)
- Foundational business acumen acquired through work experiences or post-secondary education
- Demonstrated proficiency in key skills including client centricity, communication and collaboration
- Post-secondary education at college or university level in business administration or financial management preferred e.g., BBA, B. of Commerce or equivalent on-the-job learning
- Demonstrated proficiency in financial acumen and business development skills
Benefits
- A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Advisor supporting financial, commercial, and administrative activities to optimize power assets. Engaging with contract management and stakeholder relations to ensure compliance and performance.
Planning & Optimization Advisor supporting portfolio planning and optimization at Enbridge. Collaborating with Senior Planning engineers and improving project execution in the energy sector.
Client Advisor engaging clients in everyday banking experiences at RBC branches. Demonstrating digital solutions and ensuring satisfaction while offering financial advice and referrals.
Wealth Management Advisor developing and maintaining client relationships in Canada. Advising on financial strategies and recommending appropriate solutions for members and clients.
Senior Advisor for training and skills development at Desjardins. Leading innovative projects and advising clients on strategic initiatives in a hybrid work environment.
Advisor Asset Management focusing on optimizing power assets lifecycle and managing commercial agreements. Requires strong interpersonal skills and experience in renewable operations.
Securities advisor developing and maintaining business relationships with clients. Selling securities products and services while analyzing client needs and proposing solutions.
Banking Advisor helping clients with banking, credit, and investment needs. Engaging with clients during branch hours in various locations across the Greater Toronto Area.
Senior Advisor at ONWA leading strategi initiatives in policy and communications for Indigenous women. Focused on advocacy, research, and strategic leadership to advance ONWA's priorities.