Treasury Solutions Specialist – RBC Payedge
Company | Royal Bank of Canada |
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Location | Montreal, QC, Canada |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Mid Level, Senior |
Requirements
- Great collaboration skills
- 3 years of commercial banking or payments experience
- Sales or client-facing role experience
- Strong client focus
- Highly organized
- Ability to incorporate sales disciplines into day-to-day activities
- Experience with commercial markets clients
- Deep industry specialization
- Proven ability to prioritize and adapt to a fast-paced environment
- Curiosity and willingness to learn new skills
- Excellent verbal communication skills
- Ability to illustrate the impact of recommended solutions
- Embrace change and be agile
- Entrepreneurial spirit
- Strong business development mindset
- Working knowledge of software applications, including Microsoft Word, Excel, and Power Point
- Bilingualism (English and French) required
Responsibilities
- Lead with a growth mindset
- Act as the single point of contact throughout the RBC PayEdge end-to-end onboarding process
- Demonstrate digital IQ by building awareness and encouraging clients to leverage digital solutions
- Deliver financial and business ‘Insight’ advice through a differentiated value proposition
- Educate the client with new or emerging issues that will impact their business
- Plan and prioritize client and market activities to win as One RBC
- Gather insights through client discovery to identify a broad range of solutions
- Partner with the Relationship Managers (RM) and Commercial Banking Advisor (CBA) to develop a coordinated client contact strategy
Preferred Qualifications
- Attained the CTP – Certified Treasury Professional designation
- Have worked at a financial institution for a minimum of 5 years