Senior Client Service Advisor, Treasury

Location: Montreal

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:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
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