Stanley John-Jay

Client Advisor @RBC

Halifax, NS, CA

Serving clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch-Identifying needs and providing tailored financial advice and solutions to clients, when possible, at the point of first contact-Contributing to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions-Understanding & resolving client concerns, where possible, at the first point of contact-Educating & assisting clients with using RBC digital capabilities-Managing risks by adhering to compliance routines, processes, and controls to protect clients and shareholder interests while completing transactions.