Senior Client Service Advisor - Treasury

RBC

About The Position

What is the opportunity? 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 Senior Client Service Advisor (SCSA), you are a key member of the Client Relationship Team (CRT), specializing in treasury and cash management products. You’ll act as the primary point of contact for a dedicated client portfolio, coordinate and collaborate with partners to resolve servicing requests and deepen client relationships. What will you do? 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 Partner with the CRT and Operations teams to offer expert advice, coordinate complex and effective integrated service solutions, addressing client concerns with a long-term perspective Record and resolve customer complaints in a timely manner, identifying root causes and providing effective 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 Conduct regular client service reviews to enhance product utilization and identify new opportunities Educate clients and promote the adoption of digital solutions to enable clients to self-serve efficiently and improve their overall experience Provide customized product training to clients as needed to support their unique requirements Contribute to team initiatives and develop expertise in specific solutions (SME subject matter expertise) Maintain accurate documentation of service queries and complete required reporting for transparency and management What do you need to succeed? Must-have: 3-5 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 have: Commercial or corporate banking client servicing experience Certified Treasury Professional, CertICM or other relevant professional designation 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. Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work

Requirements

3-5 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
Certified Treasury Professional, CertICM or other relevant professional designation

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
Partner with the CRT and Operations teams to offer expert advice, coordinate complex and effective integrated service solutions, addressing client concerns with a long-term perspective
Record and resolve customer complaints in a timely manner, identifying root causes and providing effective 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
Conduct regular client service reviews to enhance product utilization and identify new opportunities
Educate clients and promote the adoption of digital solutions to enable clients to self-serve efficiently and improve their overall experience
Provide customized product training to clients as needed to support their unique requirements
Contribute to team initiatives and develop expertise in specific solutions (SME subject matter expertise)
Maintain accurate documentation of service queries and complete required reporting for transparency and management