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Associate, Account Manager - Global Transaction Banking

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RBC

Aug 2

Applications are closed

  • Job
    Full-time
    Mid & Senior Level
  • Toronto

Requirements

  • - Formal qualification at Graduate or Post Graduate Level with a degree in finance, accounting, economics, or another relevant field.
  • - 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.

Responsibilities

  • - You will be responsible for the proactive management of GTB assigned client relationships, achieving retention and growth objectives by providing exceptional client service and successfully achieving cross-sell/up-sell of GTB products and referrals on other opportunities.
  • - You will be the main GTB contact for clients in the Low/Mid-Market segment but will work closely with RMs and VP’s for Coverage/Partner relationships.
  • - You will be responsible for retention of 100% of client base while growing GTB revenue.
  • - Responsible for developing and implementing a sales plan for assigned clients either independently or in collaboration with Team Leader/DRM/RM.
  • - Identify, develop and actively maintain relationships with key client contacts.
  • - Proactively work at extending 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 DRM, 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 performance standards (SLS) for 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.

FAQs

What are the main responsibilities of the Associate, Account Manager in Global Transaction Banking?

The main responsibilities include proactive management of assigned client relationships, achieving retention and growth objectives, providing exceptional client service, developing sales plans, building relationships with key client contacts, and supporting cross-sell/up-sell initiatives for GTB products.

What qualifications are required for this position?

The position requires a formal qualification at the Graduate or Post Graduate level with a degree in finance, accounting, economics, or another relevant field, along with 3 to 5 years of client-facing experience, particularly in cash management products and services to corporate clients.

What is the work schedule for this role?

The work hours are 37.5 hours per week, structured as a full-time role.

Where is the position located?

The position is located at RBC Centre, 155 Wellington St W, Toronto, Canada.

What opportunities for career development does this position offer?

The role offers opportunities for coaching, development through challenges, and participation in a dynamic and high-performing team environment.

What kind of skills are necessary for this role?

Key skills include strong communication abilities, relationship management, financial services acumen, organizational and time management skills, and the ability to work independently in a fast-paced environment.

Is there an emphasis on diversity and inclusion in this role?

Yes, RBC embraces diversity and inclusion, ensuring an equitable workplace for all employees, and supports a staff that can bring their true selves to work.

What is the application deadline for this position?

The application deadline is August 15, 2024.

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RBC

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Finance
Industry
10,001+
Employees
1864
Founded Year

Mission & Purpose

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 88,000+ 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 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 rbc.com/community-social-impact.