RBC

Client Service Advisor – Treasury

RBC

full-time

Posted on:

Location Type: Office

Location: Vancouver • Canada

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About the role

  • 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

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 have: Commercial or corporate banking client servicing experience
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 & Tools
treasury operationscash management operationselectronic bankingproduct utilizationservice documentationreporting
Soft Skills
effective communicationattention to detailanalytical skillsproblem-solvingtime managementprioritizationindependent workteam collaboration