Associate – Client Management

Associate – Client Management

Requirements

• 3 to 5 years of prior experience in a client facing role with proven experience in cash management products, wire payments, and services to corporate clients
• Knowledge of SWIFT, BESS – an asset
• Excellent communication skills, both written and oral
• Strong relationship management, business, and financial services acumen
• Strong organizational and time management skills and the ability to work independently in a fast-paced environment
• Formal qualification at Graduate or Post Graduate Level with a preference for a degree in finance, accounting, economics, or another relevant field

Responsibilities

• Responsible for developing and implementing a sales plan for assigned clients either independently or in collaboration with Team Leader/DRM/RM/MDs
• Identify, develop and actively maintain relationships with key client contacts
• Proactively work at extending client relationship contacts beyond the day-to-day touch points, being the escalation point for issues of impact to the client relationship
• Ongoing information sharing with clients (e.g. industry updates, market changes, regulatory changes)
• Understand the depth/breadth of the client relationship across RBC enterprise to leverage opportunities to grow the business
• Identify and support up sell and cross sell of RBC solutions that will enhance the profitability of both the client and the bank
• Analyze, recommend and present pricing to RM, MD, Account Management and/or Global Head, GTB, including communication to client
• Handle credit activities as required – i.e., intra-day limits, coverage of overdrafts
• Handle escalations from Due Diligence/AMLC/Compliance – i.e. Sanctions queues, notice of infractions, analytics, refresh information
• Build credibility with service/internal partners
• Understand and embrace change in support of bank strategies and new initiatives with a commitment to enhance client fulfillment
• Keep abreast of industry issues and trends impacting client and proactively share information with clients and colleagues
• Establish service level standards performance standards (Coverage and High-end Mid-Market clients and co-ordinate formal service level reviews
• Maintain current client account plan – i.e. organization charts, client product summary, contact information, issue logs, exceptions, projects, revenues
• Effectively manage action items from client visits/conference calls
• Continuously work to enhance personal/team product knowledge
• Manage internal expenses

Preferred Qualifications

• Knowledge of SWIFT, BESS – an asset