Private Banking Associates Summer Intern

Private Banking Associates Summer Intern

Private Banking Associates Summer Intern

Job Overview

Location
Kelowna, British Columbia
Job Type
Full Time Job
Job ID
60189
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
313

Job Description

What is the opportunity?

As a key member of the client relationship team, in your role as Private Banking Associate you will be developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all activities.

 

What will you do?

  • Meet with all new clients and outline how the PBA role provides support as part of the relationship team
  • Act as primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists
  • Ensure problems are resolved to the client’s satisfaction, and advise the Private Banker of potential escalation/major issues.
  • Maximize opportunities with clients to enhance retention, revenue growth and referrals
  • Utilize technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results.

 

What do you need to succeed?

Must-have

 

  • Strong working knowledge of MS Office
  • Proven client service skills
  • Excellent organizational skills

 

Nice-to-have

  • Post-secondary education in Commerce or Business Administration
  • Basic understanding of investment fundamentals and thorough understanding of RBC products and services

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

 

  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand
  • Prestige
  • Management that supports your work and progression

HO2022

 

 

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

 

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job ID: 60189

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