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Treasury Solutions Specialist

RBC1 day ago
Vancouver, BC
Senior Level
full_time

About the role

Job Description

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 pre-contact 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.
  • Subscribe to a professional service standard for responding to clients and colleagues, returning voice mail and email and use business etiquette in your communications, including outbound voicemail message, and electronic correspondence.
  • 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 day-to-day 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.
  • Proven ability to prioritize and adapt to a fast paced environment as this is an intense high volume transaction sales role requiring above average organizational skills and a proven capacity for coping with incoming and ongoing call/email volumes.
  • Working knowledge of software applications, including Microsoft Word, Excel, and Power Point.

Nice to have:

  • Achievement Motivation.
  • Identifying Business Opportunities.
  • Teamwork and Co-operation.

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 high-performing team
  • Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-10-14

Application Deadline:

2025-10-29

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

I****nclusion and Equal Opportunity Employment

At 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.

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About RBC

Banking
10,000+

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.

http://rbc.com/legalstuff.

La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais

Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.

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