Associate, Account Manager

7 days ago


Toronto, Canada Brewin Dolphin Full time

**Job Summary**

**What is the opportunity?**

You will be responsible for the proactive management of GTB assigned client relationships, achieving retention and growth objectives by providing exceptional client service and successfully achieving cross-sell/up-sell of GTB products and referrals on other opportunities.

You will be the main GTB contact for clients in the Low/Mid-Market segment but will work closely with RMs and VP’s for Coverage/Partner relationships.

You will be responsible for retention of 100% of client base while growing GTB revenue.

**Please note, this is a**One Year** contract opportunity**

**What will you do?**

**Planning**
- Responsible for developing and implementing a sales plan for assigned clients either independently or in collaboration with Team Leader/DRM/RM.

**Relationship Building**
- Identify, develop and actively maintain relationships with key client contacts.
- Proactively work at extending relationship contacts beyond the day-to-day touch points, being the escalation point for issues of impact to the client relationship.
- Ongoing information sharing with clients (e.g. industry updates, market changes, regulatory changes).
- Understand the depth/breadth of the client relationship across RBC enterprise to leverage opportunities to grow the business.

**Sales & Sales Support**
- Identify and support up sell and cross sell of RBC solutions that will enhance the profitability of both the client and the bank.
- Analyze, recommend and present pricing to DRM, MD, Account Management and/or Global Head, GTB, including communication to client.
- Handle credit activities as required - i.e., intra-day limits, coverage of overdrafts
- Handle escalations from Due Diligence/AMLC/Compliance - i.e. Sanctions queues, notice of infractions, analytics, refresh information

**Networking**
- Build credibility with service/internal partners
- Understand and embrace change in support of bank strategies and new initiatives with a commitment to enhance client fulfillment.
- Keep abreast of industry issues and trends impacting client and proactively share information with clients and colleagues.

**Results Management**
- Establish performance standards (SLS) for Coverage and High-end Mid-Market clients and co-ordinate formal service level reviews.
- Maintain current client account plan - i.e. organization charts, client product summary, contact information, issue logs, exceptions, projects, revenues
- Effectively manage action items from client visits/conference calls.
- Continuously work to enhance personal/team product knowledge.
- Manage internal expenses.

**What you need to succeed?**
- Formal qualification at Graduate or Post Graduate Level with a degree in finance, accounting, economics, or another relevant field.
- 3 to 5 years of prior experience in a client facing role with prroven experience in cash management products, wire payments, and services to corporate clients,
- Knowledge of SWIFT, BESS - an asset.
- Excellent communication skills, both written and oral.
- Strong relationship management, business, and financial services acumen
- Strong organizational and time management skills and the ability to work independently in a fast faced environment.

**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.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Flexible work/life balance options

**Job Skills**

Business Oriented, Customer Relationship Management (CRM), Customer Service Management, Data Analytics, Interpersonal Relationship Management, Interpersonal Relationships, People Management, Proactive Management, Training People

**Additional Job Details**

**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
CAPITAL MARKETS

**Job Type**:
Contract (Fixed Term)

**Pay Type**:
Salaried

**Posted Date**:
2025-04-08

**Application Deadline**:
2025-04-22

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies a



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