Senior Client Service Advisor, Treasury
RBC
full-time
Posted on:
Location Type: Office
Location: Montréal • 🇨🇦 Canada
Visit company websiteJob Level
Senior
About the role
- Deliver Exceptional Service: Act as the first point of contact for all service-related queries, ensuring timely and effective resolutions.
- Coordinate Partnerships: Lead collaboration with CRT, product teams, and operations groups to maintain end-to-end accountability of service requests.
- Deepen Client Relationships: Proactively advise clients on improving digital capabilities, product fit, utilization, and operational efficiency.
- Manage Risk and Compliance: Ensure adherence to risk management, compliance, and RBC policy practices in all client interactions.
- Drive Operational Efficiency: Continuously identify and implement improvements in service efficiency and internal operational processes.
- Personal Development: Take ownership of my development by leveraging the COMMERCIAL Capabilities and building a plan focused on Experience, Exposure, Environment, and Education.
Requirements
- Client Stewardship and Care: Deliver exceptional service with empathy and a deep understanding of client needs.
- Communication: Strong verbal and written skills to act as a single point of contact and coordinate with various teams.
- Collaboration: Excellent teamwork to lead coordination with CRT, product teams, and operations groups.
- Relationship Building: Proactively deepen client relationships by advising on digital capabilities, product fit, and operational efficiency.
- Judgment and Decision-Making: Make informed decisions, negotiate, and advise clients based on information, with prudent risk management.
- Adaptability: Take ownership of personal development and adapt to changing client needs and operational processes.
- Product Knowledge: Deep proficiency in Treasury products and processes.
- Digital Tools: Strong understanding and ability to leverage digital tools to improve service efficiency and client experience.
- Data Analysis: Skills to analyze client operational needs and product utilization to provide proactive advice.
- Project Management: Capability to manage end-to-end accountability of service requests and inquiries.
Benefits
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisproject managementproduct knowledgedigital tools
Soft skills
client stewardshipcommunicationcollaborationrelationship buildingjudgmentdecision-makingadaptability