Cash Management NBFI Sales Associate (RBC Clear)
About The Position
Do you enjoy building relationships, have a customer focused mindset and experience building financial solutions for your clients? Do you want to be a member of a highly productive, industry leading team of Treasury Management professionals? The Treasury Sales Associate within the Non-Bank Financial Institutions organization is primarily responsible for providing sales support to Industry Sales Leads. You would be a vital coverage team member that plays an integral part in acquiring, managing and maintaining the client relationships. 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.
Requirements
- Bachelor's Degree required
- Minimum of 3 years of relevant banking or cash management experience
- Required experience in a sales, account management, relationship management, or other client-facing field
- Strong understanding of Treasury and Cash Management and the foundational knowledge of treasury services and products used by large institutional clients
- 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
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 and 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
Benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
