Treasury Solutions Account Manager — Growth & Client Impact

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

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.