Treasury Services Account Manager (Associate)

RBC; New York (NY); On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Bonuses

401(k) with company match

Flexible benefits

Coaching and development

Job summary

RBC in New York is seeking a Treasury Services Associate to help acquire, manage and maintain client relationships within the treasury group. You will work with treasury sales on proposals, create materials and research, and coordinate with product partners to deliver comprehensive cash management solutions.

The role requires a Bachelor's degree, 3+ years in banking/treasury, strong communication, and MS Office proficiency.

Qualifications

• Bachelor's Degree required.
• Minimum of 3 years of relevant banking and treasury experience.
• Strong interest in working with Treasury partners to recognize client cash flow needs and apply banking solutions.
• Demonstrates ability to understand Treasury Solutions products, pricing philosophy, and billing processes.
• Strong drive to develop into an individual contributor salesperson.
• Superior verbal and written communication skills with ability to mobilize internal networks and resources.
• Time management, organizational and planning skills with ability to multitask in a fast-paced environment.
• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and strong analytical skills.

Responsibilities

• Work with treasury sales on client proposals to identify appropriate Treasury solutions, perform cost/benefit analysis, pricing and profitability models.
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting research.
• Develop an understanding of clients' Treasury cash management structure and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Develop and understand competitors’ products and positioning within the client and market.
• Collaborate with treasury sales solutions to manage pipeline, pricing and scheduling.
• Coordinate with internal partners to ensure successful implementation, pricing/billing.

Skills

Communication skills

Time management

MS Office

Analytical skills

Multitasking

Banking knowledge

Education

Bachelor's degree

Tools

MS Office

Job description

Job Description

The Treasury Services Associate role is a vital coverage team member that plays an integral part in acquiring, manage and maintain the client relationships. This position is designed to provide the tools required to evolve and progress the skillsets needed to grow in RBCs treasury organization. This role allows an individual to develop over time for a successful career within the firm and to pursue more senior roles within the Treasury group such as a cash management sales position

What will you do? (Job Responsibilities)

• Work with treasury sales on client proposals to identify appropriate Treasury solutions, perform cost/benefit analysis, competitive pricing and run profitability models
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
• Develop an understand clients' Treasury cash management structure and objectives
• Coordinate with product partners to develop comprehensive Treasury solutions
• Develop and understand competitors’ products and positioning within the client & market
• Work with treasury sales solutions throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
• Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing

What do you need to succeed? (Required Qualifications, Capabilities and Skills)

• Bachelor's Degree required
• Minimum of 3 of relevant banking and treasury experience
• Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
• Demonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
• Strong drive/ambition to develop into an individual contributor salesperson
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The good-faith expected salary range for the above position is $115,000 - $135,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork

Additional Job Details

Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK

City: New York

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: CAPITAL MARKETS

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-02-03

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.