Treasury Solutions Specialist - New Westminster, Canada - Royal Bank of Canada

Sophia Lee

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Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Treasury Solutions Specialist


What is the opportunity?


You will develop and deliver on business priorities and improving the Client Experience through execution of sales plans to acquire new Treasury Solutions clients and sell additional Treasury services to existing clients within assigned market territory; you will provide focused financial advice and solutions to meet the clients business and financial goals.

You will 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.

You will work in collaboration with all your business partners, and 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 precontact 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.
  • As part of the CFS Relationship Team, works 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 daytoday 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 team work.

Nice to have:


  • Achievement Motivation.
  • Identifying Business Opportunities.
  • Teamwork and Cooperation.

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 highperforming team
  • Opportunities to do challenging work

Recruitment Process

Workplace Flexibility

You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied.

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.


Health & Safety

For employees that may be required to work from our premises, we're doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19.

All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.


  • RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager_.
**Job Summar

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