Senior Client Service Advisor, Treasury

RBC; Montreal; Sur place; CAD 60 000 - 75 000; Plein temps

Résumé du poste

RBC in Montréal is seeking a Senior Client Service Advisor to manage a dedicated client portfolio within Transaction Banking, delivering a differentiated servicing experience. You will coordinate with partners to resolve requests and deepen relationships, while promoting digital tools for efficient self-service and product adoption.

The role requires 3-5 years in treasury/cash management, strong communication and bilingual English/French skills.

Qualifications

• 3-5 years of related experience with strong working knowledge of treasury and cash management operations and products.
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners across Canada.
• Excellent 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.

Responsabilités

• Deliver an exceptional client experience by responding promptly and accurately to requests, prioritizing the client’s needs and resolving on the first contact.
• Partner with the CRT and Operations teams to offer expert advice and coordinated service solutions.
• Record and resolve customer complaints in a timely manner with root-cause analysis.
• Balance competing demands and prioritize tasks to meet stakeholder requirements and compliance considerations.
• Conduct regular client service reviews to enhance product utilization and identify new opportunities.
• Educate clients and promote adoption of digital solutions to enable self-service.

Connaissances

Cash Management

Cash Management Products

Client Relationship Management

Client Service

Commercial Banking Operations

Commercial Banking Relationship Manag

Description du poste

Job Description

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

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

• 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

Job Skills

Cash Management, Cash Management Products, Client Relationship Management, Client Service, Commercial Banking Operations, Commercial Banking Relationship Management

Additional Job Details

Address:

2001 AV MCGILL COLLEGE, BUR 300:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-28

Application Deadline:

2026-10-31

Note** : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.