Treasury Solutions Specialist

RBC • Windsor, ON

2d • Onsite

About The Position

As an expert advisor supporting the Windsor, Essex, Lambton & Kent region, this role proactively provides advice and enables mid-market commercial clients to leverage RBC’s cash management solutions. The specialist is responsible for clients’ onboarding, activation, and ongoing adoption of digital solutions. They develop and deliver on business priorities and improve the client experience through the execution of sales plans to acquire new clients and recommend appropriate treasury services to existing clients. The role also provides focused financial advice and solutions to meet the clients’ business and financial goals, while partnering with the Commercial Financial Services (CFS) team and other colleagues across RBC Financial Group to drive client loyalty and build long-term profitable client relationships.

Requirements

• Proven experience supporting clients within the payment space.
• Proven experience in the financial services industry, specifically within a cash management and treasury solutions role.
• Strong client focus, highly organized, and the ability to incorporate sales disciplines into day-to-day activities and routines.
• Proven ability to prioritize and adapt to a fast paced environment.
• Curiosity and willingness to learn new skills while building partnerships with stakeholders and fostering team work.
• 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.
• Entrepreneurial spirit, with a business development mindset to grow and develop their business opportunities.
• Willingness and ability to travel, estimated to be 25-50% within the region.

Nice To Haves

• Attained the CTP - Certified Treasury Professional designation.
• Minimum of 5 years of experience working for a financial institution.

Responsibilities

• Lead with a growth mindset, focusing on what’s possible to maximize client acquisition, growth and an exceptional client experience.
• Act as the single point of contact throughout the cash management end-to-end onboarding process, partner with the relationship team and follow up with clients to ensure an exceptional client experience.
• Demonstrate digital IQ by building awareness and encouraging clients to fully leverage digital solutions on an ongoing basis to optimize their business’s operations.
• Deliver financial and business “Insight” advice through a differentiated value proposition by presenting solutions that clearly articulate the benefits and advantages to the client; help the client to understand alternatives, navigate and implement proposed solutions; and identify opportunities and refer clients to RBC Partners to meet the client’s broader advice needs.
• Educate 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.
• Plan and prioritize client and market activities to win as One RBC, seeking referral opportunities for the relationship team, Transaction Banking Team and other RBC partners.
• Gather insights through client discovery to identify a broad range of solutions to further anchor clients to RBC and increase share of wallet.
• Partner with the Relationship Manager, Commercial Financial Services and Commercial Banking Advisor to develop a coordinated client contact strategy, ensuring future client needs are identified and met.

Benefits

• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed