Treasury Solutions Associate — Capital Markets

RBC; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

RBC in Toronto is hiring an Associate, Treasury Solutions – Capital Markets to support Relationship Managers with high-value Treasury and Cash Management clients. This on-site role involves pricing, onboarding, risk management, and account planning to grow relationships and drive innovation.

You will coordinate relationship reviews, assist in onboarding for new services, and support RFPs and risk management processes, while delivering exceptional client service and cross-selling RBC products.

Qualifications

• 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.

Responsibilities

• Supports senior management in achieving strategic business priorities of revenue growth, enhancing client loyalty and driving innovation with Treasury and Cash Management clients.
• Assist in the coordination, support and completion of relationship and operational reviews for Capital Markets 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 elevate potential client/product risk concerns to Director/Sr. Manager, and take appropriate action to improve/ensure risk position is regularized.
• Manage special projects as assigned.
• Attend in-person client meetings with the Director/Sr. Manager.

Skills

Cash Management knowledge

Client service experience

Written and verbal communication

Organizational and project management

Client needs matching with product/sol

Prioritization and time management

Tools

MS Office (Excel, PowerPoint)

Job description

RBC in Toronto is hiring an Associate, Treasury Solutions – Capital Markets to support Relationship Managers with high-value Treasury and Cash Management clients. This on-site role involves pricing, onboarding, risk management, and account planning to grow relationships and drive innovation.

You will coordinate relationship reviews, assist in onboarding for new services, and support RFPs and risk management processes, while delivering exceptional client service and cross-selling RBC products.