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Cash Management Specialist

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

The Royal Bank of Canada 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 in managing their portfolio of strategic high-value clients. The GPS Sales team is responsible for delivering a comprehensive suite of cash management solutions and serving as a gateway for all RBC products and services.

Key Responsibilities:

  • Act as a Migration Project Manager to support the client migration plan for former HSBC Canada clients and serve as the primary point of contact throughout the client onboarding experience.
  • Support the GPS Sales team in achieving strategic business priorities, including revenue growth, enhancing client loyalty, and driving innovation with Emerald clients.
  • Assist in the coordination, support, and completion of relationship and operational reviews for Emerald clients by 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 by assisting with sales activities such as preparing onboarding forms for new services, pipeline entries, and preparing 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.
  • Ensure all completed sales and prospecting activity documentation is appropriately completed, approved, and stored to provide performance tracking, targeted future sales efforts, and compliance with sales and transactional suitability guidelines and requirements.
  • Provide support for operational/transactional risk by 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 the 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. Find solutions to problems and work with minimum supervision and full accountability.
  • 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.

Preferred Qualifications:

  • Extensive experience working in a team atmosphere.
  • Previous project management experience.
  • 3+ years banking, Cash Management experience.
  • Sales and relationship acumen.

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:

Business Banking, Cash Management, Relationship Management

Additional Job Details:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Language:

English