Client Service Advisor - Treasury
About The Position
Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic, high value clients. RBC’s Transaction Banking team provides comprehensive treasury and cash management, trade finance, and payment solutions to corporate and institutional clients, supporting businesses to optimize their working capital, manage risk and streamline operations through innovative digital tools and global expertise. As a Client Service Advisor (CSA), you provide subject matter expertise for ongoing day to day product servicing and operational execution for treasury and cash management products.
Requirements
- 1-2 years of related experience with strong working knowledge of treasury and cash management operations and products
- Effective communication skills
- Strong attention to detail, analytical and problem-solving skills
- Excellent time management and prioritization skills
- Ability to work effectively both independently and within a team environment
Nice To Haves
- Commercial or corporate banking client servicing experience
Responsibilities
- Deliver an exceptional client experience by responding promptly and accurately to requests, prioritizing the client’s needs and taking ownership to resolve requests on the first contact
- Complete basic maintenance requests for existing Electronic Banking product offerings
- Offer expert advice and solutions to clients to ensure proper product function and utilization, anticipating needs and ensuring high-quality engagement
- Partner with the Operations teams and other CRT members to coordinate integrated service solutions
- Balance competing demands and prioritize tasks to meet stakeholder requirements, escalating issues that may impact client experience or RBC standards, including policy, compliance, and reputational risk
- In conjunction with Relationship Managers, participate in client service reviews to enhance product utilization and identify new opportunities
- Maintain accurate documentation of service queries and complete required reporting for transparency and management
Benefits
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
