Client Service Advisor delivering treasury and cash management solutions for high value clients at RBC. Responding to client requests and coordinating integrated service solutions with the operations team.
Responsibilities
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
Complete basic maintenance requests for existing Electronic Banking product offerings
Offer expert advice and solutions to clients to ensure proper product function and utilization, anticipating needs and ensuring high-quality engagement
Partner with the Operations teams and other CRT members to coordinate integrated service 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
In conjunction with Relationship Managers, participate in client service reviews to enhance product utilization and identify new opportunities
Maintain accurate documentation of service queries and complete required reporting for transparency and management
Requirements
1-2 years of related experience with strong working knowledge of treasury and cash management operations and products
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
Benefits
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
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