Associate Relationship Manager, Treasury Solutions

Job Description

What is the opportunity?

RBC is hiring an Associate Relationship Manager role for our Montreal or Halifax offices.  This role supports Relationship Managers with their portfolio of strategic high value Treasury and Cash Management clients. Treasury Solutions Corporate Teams are accountable for the client non lending banking activities and provide a gateway for all RBC products and services.  This role will support the Director/ Relationship Managers (RM) with portfolio management responsibilities that include, pricing enrolment, risk management relationship reviews activities and account planning that grow relationships, enhance loyalty and drive innovation with our clients. 

What will you do?

• Supports senior management in achieving strategic business priorities of revenue growth, enhancing client loyalty and driving innovation with Treasury Solutions Corporate clients.
• Assist in the coordination, support and completion of relationship and operational reviews for Corporate clients (formal and informal) through 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 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 that protect current clients from competitive threats
• 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 to Director/RM, and take appropriate action to improve/ensure risk position is regularized
• Manage special projects as assigned

What do you need to succeed?

Must have

• Knowledge of the RBC 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.
• Bilingualism (English and French) for Montreal required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.

 

Nice to have

• Extensive experience working in a team atmosphere
• Previous project management experience
• 3+ years banking, Cash Management
• 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

Bank Accounts, Banking Products, Business, Cash Management, Client Counseling, Customer Experience Management, Customer Retentions, Customer Service, Customer Service Administration, Customer Support Operations, Detail-Oriented, Group Problem Solving, Long Term Planning, Portfolio Management, Product Services

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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 and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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