Senior Client Service Advisor, Treasury- EN
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 3-5 years of related experience with strong working knowledge of treasury and cash management operations and products
- Posting language
- English
- Posted
Original job description
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?
Must-have:
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.
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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
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
- Commercial or corporate banking client servicing experience
- Certified Treasury Professional, CertICM or other relevant professional designation
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
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
More about this job
Responsibilities
Serve as the primary service contact for a portfolio of strategic clients, responding to requests and coordinating with relationship and operations teams to resolve issues. Conduct service reviews, promote digital tools, provide product training, document interactions, and identify opportunities to improve client relationships and product use.
Requirements
Requires 3–5 years of related experience and strong knowledge of treasury and cash management products and operations. Candidates must be bilingual in English and French, with strong communication, analytical, problem-solving, attention-to-detail, prioritization, and teamwork skills.
Skills
- Treasury Operations
- Cash Management
- Client Service
- Commercial Banking Operations
- Commercial Banking Relationship Management
- Complaint Resolution
- Problem-Solving
- Analytical Skills
- Communication
- Time Management
- Prioritization
- Digital Solutions Adoption
- Product Training
- Risk Escalation
- Documentation and Reporting
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Treasury
- Cash Management
- Transaction Banking
- Trade Finance
- Payment Solutions
- Working Capital
- Corporate Banking
- Institutional Clients
- Client Service
- Client Relationship Team
- Client Portfolio
- Commercial Banking Operations
- Commercial Banking Relationship Management
- Complaint Resolution
- Root Cause Analysis
- Digital Solutions
- Self-Service
- Product Training
- Service Reviews
- Risk Management
- Compliance
- Reputational Risk
- Documentation
- Reporting
- Certified Treasury Professional
- CertICM
- Bilingual English and French