Treasury Solutions Specialist

RBC; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Abbotsford is seeking a professional to enhance client relationships and deliver tailored financial solutions. In this role, you will develop business strategies and provide insightful advice while collaborating with team members. Ideal applicants must possess strong communication skills, a client-first mindset, and at least 2 years of experience in business banking. This full-time position offers the opportunity to work within a dynamic and high-performing team to positively impact clients' financial success.

Benefits

Dynamic work environment

Collaborative team culture

Opportunities for career growth

Qualifications

• 2+ years of experience in business and commercial banking required.
• Strong understanding of financial products & services needed.
• Proven ability to prioritize tasks in a fast-paced environment.

Responsibilities

• Develop and deliver on business priorities.
• Provide focused financial advice to clients.
• Collaborate with colleagues to enhance client experience.

Skills

Great collaboration skills

Client focus

Verbal communication skills

Adaptability

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

What is the opportunity?

You will develop and deliver on business priorities and improve the Client Experience through execution of sales plans to acquire new Treasury Solutions clients and sell additional Treasury services to existing clients within the assigned market territory. You will provide focused financial advice and solutions to meet the clients’ business and financial goals, partner with Commercial Financial Services (CFS) staff and other colleagues across RBC Financial Group to drive client loyalty and build long‑term profitable client relationships. This position involves sales over the phone and via WebEx and requires collaboration with all business partners to deliver an exceptional client experience and bring all of RBC to our clients.

What will you do?

• Put clients first. Excel in responding to requests quickly and reliably and ensure smooth operation of banking products and services.
• Deliver financial and business "In Sight" advice through a differentiated value proposition. Present solutions that clearly articulate the benefits and advantages to the client. Help the client to understand alternatives, navigate and implement proposed solutions. Identify opportunities and refer clients to RBC partners to meet the client’s broader advice needs.
• Help the client with new or emerging issues that will impact their business by providing the client with unique, valuable insights on the client’s industry, business or market.
• Understand the client’s financial situation, leverage insight from RBC colleagues to ensure respect for client’s time and demonstrate interest in the client’s business as part of your pre‑contact planning review for all client calls/meetings.
• Take responsibility of client problems at first point of contact engaging appropriate partners to effectively resolve the problems.
• Subscribe to a professional service standard for responding to clients and colleagues, returning voice mail and email and using business etiquette in your communications, including outbound voicemail message and electronic correspondence.
• As part of the CFS Relationship Team, work with colleagues to execute a coordinated client contact strategy as guided by the CAM.

What do you need to succeed?

Must Have:

• Great collaboration skills
• 2+ years of business and commercial banking experience in a financial services environment including knowledge of investment and current account operations, analyzing, presenting, negotiating and closing deals (Cash Management referral experience preferred).
• Solid understanding of financial products & services (including web based product delivery channels).
• The incumbent will be working remotely from the reporting officer and so a strong entrepreneurial spirit is a prerequisite.
• Strong client focus and the ability to incorporate sales disciplines into day‑to‑day activities.
• Excellent verbal communication skills; notably the ability to illustrate with words the impact of the recommended solutions on the client’s business operation(s) relationships.
• Willingness to learn new skills while building partnerships with stakeholders and fostering teamwork.
• Proven ability to prioritize and adapt to a fast paced environment as this is an intense high volume transaction sales role requiring above average organizational skills and a proven capacity for coping with incoming and ongoing call/email volumes.
• Working knowledge of software applications, including Microsoft Word, Excel, and PowerPoint.

Nice to have:

• Achievement Motivation.
• Identifying Business Opportunities.
• Teamwork and Co‑operation.

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 Details

Address: 31975 SOUTH FRASER WAY: ABBOTSFORD

City: Abbotsford

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-18

Application Deadline: 2026-01-12

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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