Treasury Solutions Associate, Global Payments Solutions
3 weeks ago
Treasury Solutions Associate
RBC is seeking a highly skilled Treasury Solutions Associate to join our Toronto-based Global Payments Solutions (GPS) Sales team. This role will support Treasury Solutions Specialists with their portfolio of strategic high-value clients, driving revenue growth, enhancing client loyalty, and delivering innovative solutions.
Key Responsibilities:
- Act as a Migration Project Manager to support client migration plans and serve as the primary point of contact through the client onboarding experience.
- Support the GPS Sales team in achieving strategic business priorities, including revenue growth, client loyalty, and innovation.
- Assist in coordinating, supporting, and completing relationship and operational reviews for clients, analyzing and organizing client profiles and data to identify opportunities and execute sales strategies.
- Ensure an exceptional client experience, retain accounts, and grow Cash Management, Deposit, and RBC revenue through assisting with sales activities, such as preparing onboarding forms, pipeline entries, and deposit interest contracts.
- Assist in the Request for Proposal (RFP) management process and successful closing of new opportunities that respond to client needs or protect current clients from competitive threats.
- Complete all sales activity documentation to support implementation and provide a record for performance tracking and supporting future sales efforts.
- Provide support for operational/transactional risk, working appropriately with Partners/Business Risk/GBSC (includes CBAs, BAA's, account documentation, etc.).
- Identify and escalate potential client/product risk concerns and take appropriate action to improve/ensure risk position is regularized.
- Support development, direction, and delivery of strategic initiatives through assigned projects.
Requirements:
- Knowledge of Cash Management Products and emerging industry trends.
- Demonstrated development of an excellent client advice/service experience.
- Strong MS Office skills, specifically Excel, PowerPoint.
- Strong organizational, time management capabilities, status reporting, and project management.
- Ability to match client needs with product/structure solutions.
- Strong written and verbal communication skills, including exacting attention to detail related to customized contract documentation.
- Ability to prioritize in managing multiple and sometimes conflicting time demands.
Nice to Have:
- Extensive experience working in a team atmosphere.
- Previous project management experience.
- 3+ years banking, Cash Management experience.
- Sales and relationship acumen.
About RBC:
RBC is a leading financial institution committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
What We Offer:
- 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:
Business Banking, Cash Management, Relationship Management-
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