Senior Client Advisor, Customer Service, Treasury Management

What is the job about?

Join our growing Customer Service team and play a key role in delivering a differentiated customer experience for our high-value strategic clients. The RBC Transactional Banking Services team offers comprehensive treasury and liquidity management solutions, international trade financing, and payment services to corporate and institutional clients. It helps businesses optimize their working capital, manage risks, and streamline operations through innovative digital tools and global expertise.

As a Senior Client Advisor, Customer Service, you will be a key member of the Customer Relationship team, specializing in treasury management products. You will be the main point of contact for a portfolio of clients and coordinate and collaborate with partners to resolve service requests and deepen client relationships.

What are the tasks?

• Provide a high-quality customer experience by offering quick and accurate responses, putting the client's needs first, and taking responsibility for resolving requests at the first contact
• Collaborate with Customer Relationship and Operations teams to offer expert advice, coordinate complex integrated service solutions, and address client concerns from a long-term perspective
• Record customer complaints and resolve them within reasonable timeframes, determining the root causes of issues and offering effective solutions
• Balance competing requests and prioritize tasks to meet stakeholder requirements, and escalate questions that may impact the customer experience or RBC standards, including policy, compliance, and reputation risk
• Regularly review customer services to improve product usage and identify new opportunities
• Inform clients and promote the adoption of digital solutions to enable clients to use self-service solutions and enhance their overall experience
• Provide personalized product training to clients, as needed, to meet their specific needs
• Contribute to team initiatives and develop expertise in solutions (expert-resource)
• Maintain up-to-date records of service requests and produce the required reports to ensure transparency and management
• What is required to succeed?

Essential Skills

• Three to five years of experience in the field, along with excellent practical knowledge of treasury management operations and products
• Bilingualism (English and French) required, as you will serve clients and collaborate with RBC colleagues and partners across Canada, both in French and English
• Effective communication
• Strong attention to detail and problem analysis and resolution skills
• Excellent time management and prioritization skills
• Ability to work effectively both autonomously and as part of a team

Desired Skills

• Customer service experience in the commercial banking or large enterprise sector
• Certified Treasury Professional (CTP), CertICM, or other relevant professional designation
• What will you gain?

We strive to our fullest, think differently to drive our growth, and collaborate to deliver reliable advice that contributes to the success of our clients and the prosperity of communities. We care about the well-being of everyone and aspire to realize our full potential, foster community growth, and contribute to the success of all.

• Opportunity to make a significant contribution and have a lasting impact
• Dynamic and high-performing team focused on innovation and collaboration
• Opportunities to take on challenges
• Professional Skills

Customer Relationship Management, Treasury Management, Commercial Banking Relationship Management, Commercial Banking Operations, Treasury Management Products, Customer Service

Additional Job Details

Address: 2001 AV MCGILL COLLEGE, BUR 300:MONTREAL

City: Montreal

Country: Canada

Weekly Work Hours: 37.5

Employment Type: Full-time

Industry: Banking Services for Individuals and Businesses

Function Type: Regular

Salary Scale Type: Salaried

Posting Date: 2026-07-28

Application Deadline: 2026-08-12

Note: *Applications will be accepted until 23:59 on the day before the above application deadline*

Our Job Opportunities

At RBC, we are guided by our shared values – Client First, Integrity, Collaboration, Respect, and Excellence – and the principle Together at RBC, the key to success. We believe that an inclusive work environment offering diverse perspectives is essential to our continued growth as one of the world's largest and most profitable financial institutions. Our work environment that fosters excellence, collaboration, innovation, and professional growth contributes to realizing our purpose and generating value for our clients and the communities where we operate. To achieve this, we implement policies and programs that promote a respectful and inclusive work environment and provide opportunities for all.

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RBC is currently inviting candidates to apply for this vacant position. By applying to this job posting, you express your intention to pursue your career at RBC by taking this opportunity. Qualified candidates may be invited for a closer review of their resume.