Financial Solutions Associate Client Advice Centre at Dr Bill RBC Ventures

Chaguanas, , Trinidad and Tobago -

Full Time

Start Date

Immediate

Expiry Date

19 Apr, 26

Salary

0.0

Posted On

19 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Centricity, Communication, Problem-Solving, Digital Literacy, Adaptability, Teamwork

Industry

Banking

Description

Job Description Application Deadline: January 20, 2026 What is the opportunity? This unique position calls on your client-focused mindset and natural problem-solving skills to make a difference in every client interaction. Specifically, you help clients with their everyday banking needs, via the telephone. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with partners to help clients achieve their goals. What will you do? Support and serve clients by utilizing RBC resources and materials to deliver advice and recommendations during client conversations Leverage technology to deliver a memorable client experience, drive solutions and retain business Use effective listening and probing questions to understand and identify the root cause of client issues or inquiries Actively listen and engage clients in conversation to further understand their individual needs Apply appropriate processes and procedures to accurately respond to client and complete all inquiries Proactively take ownership for resolving client problems as first point of contact or escalate to the appropriate service partner as required Manage risks by adhering to compliance routines, processes and controls to protect client and shareholder interests. What do you need to succeed? Must-have Certificate or Diploma in Banking, Business Administration, or related field or experience Minimum of two (2) years’ experience in a customer service environment Goal-oriented individual with a demonstrated passion for putting clients first Strong oral communication skills with the ability to proactively connect with clients and deliver exceptional service Digital literacy across a broad range of devices (e.g. smartphones, tablets, laptops, etc.) Problem-solving and trouble shooting skills Ability to be flexible and work in a team environment Nice-to-have Experience in call handling and problem resolution Bilingual (Spanish) Working conditions Flexibility to operate in a 24/7 shift environment (9 shifts) Minimum of 2 Saturdays/Sundays per month and Public Holidays 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. This job offers: The opportunity to work within a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded. Excellent opportunity for personal and professional growth. Leaders who support your development through coaching and managing opportunities. Job Skills Adaptability, Client Centricity, Communication, Curious Mindset Additional Job Details Address: Main Road Chaguanas:Chaguanas City: Chaguanas Country: Trinidad and Tobago Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-18 Application Deadline: 2026-01-21 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

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Responsibilities

The Financial Solutions Associate will support and serve clients by utilizing RBC resources to deliver advice and recommendations during client conversations. They will actively listen to clients, understand their needs, and resolve issues as the first point of contact.