Current jobs related to Senior Client Service Advisor, Treasury - Montreal, Quebec - RBC


  • Montreal, Quebec, Canada Desjardins Full time

    As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients....


  • Montreal, Quebec, Canada Desjardins Full time

    As a senior IT support advisor, you provide user support and assistance for IT applications, including installation, configuration, best practices, issue resolution, service request management, and IT and technical incident management. You help keep IT equipment up and running, particularly through server administration. You lead and influence development...


  • Montreal, Quebec, Canada Plusgrade Full time

    ** an english version will follow ** À PROPOS DE PLUSGRADE: Les voyages vont bien au-delà de leur destination ; ils sont tissés de chaque souvenir que l'on crée en chemin. Notre engagement consiste à redéfinir l'avenir du voyage en collaborant avec plus de 250+ compagnies aériennes, établissements hôteliers, sociétés de croisières, réseaux...


  • Montreal, Quebec, Canada Plusgrade Full time

    ** an english version will follow ** À PROPOS DE PLUSGRADE: Les voyages vont bien au-delà de leur destination ; ils sont tissés de chaque souvenir que l'on crée en chemin. Notre engagement consiste à redéfinir l'avenir du voyage en collaborant avec plus de 250+ compagnies aériennes, établissements hôteliers, sociétés de croisières, réseaux...


  • Montreal, Quebec, Canada Plusgrade Full time

    an english version will follow **À PROPOS DE PLUSGRADE:Les voyages vont bien au-delà de leur destination ; ils sont tissés de chaque souvenir que l'on crée en chemin. Notre engagement consiste à redéfinir l'avenir du voyage en collaborant avec plus de 250+ compagnies aériennes, établissements hôteliers, sociétés de croisières, réseaux...


  • Montreal, Quebec, Canada Desjardins Full time

    As a data governance senior advisor, you help define and implement data management processes, allowing optimal and secure use of data for the benefit of members and clients, with compliance rules, privacy, privacy policies and security in mind. You assist teams by helping them recognize and manage data as a strategic asset. You lead and influence...


  • Montreal, Quebec, Canada Desjardins Full time

    Temporary position for 12 monthsAs a senior project management advisor, you help direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget. You analyze project feasibility and opportunities, develop action plans, define milestones and coordinate project teams. You lead and influence development projects...


  • Montreal, Quebec, Canada Desjardins Full time

    Temporary position for 12 months As an Advisor, Member/client sales and service, you help develop and maintain business relationships with members and clients of Desjardins General Insurance. You provide customer service for the digital offer based on member/client needs. You ensure member/client satisfaction and service quality in accordance with the...


  • Montreal, Quebec, Canada Desjardins Full time

    As a senior financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. You lead and influence development projects and...


  • Montreal, Quebec, Canada Desjardins Full time

    As a senior data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, sorting and transparently mining data. You help develop, maintain, support and run computer applications and data pipelines, while ensuring the functional analysis, IT design, coding, fine-tuning and documentation of programs.You lead...

Senior Client Service Advisor, Treasury

1 hour ago


Montreal, Quebec, Canada RBC Full time

Job Description

What is the opportunity?

As a Senior Client Service Advisor (SCSA), you are a key member of the Client Relationship Team (CRT) and responsible for a portfolio of clients assigned to you. You are entrusted as a single point of contact for all service-related queries pertaining to your product area, Treasury

What will you do?

As a Senior Client Service Advisor (SCSA), you will:

  • 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.

What do you need to succeed?

To excel as a Senior Client Service Advisor (SCSA), you must possess a blend of soft and technical skills, coupled with a dedication to continuous growth and client-centric service.

Must-Have Skills:

  • 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.

Nice-to-Have Skills:

  • 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.

Development and Growth:

  • Take Ownership for Personal Development: Leverage the COMMERCIAL Capabilities to identify areas of strength and focus, building a development plan incorporating Experience, Exposure, Environment, and Education.
  • Build Deep Proficiency: Continuously enhance knowledge in your product area and service capabilities, including digital tools.

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

Communication, Critical Thinking, Group Problem Solving, Knowledge Organization, Long Term Planning, Product Development Lifecycle, Product Manufacturing, Product Services, Product Testing, Waterfall Model

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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

Inclusion and Equal Opportunity Employment

At 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

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.