Treasury Services Account Manager (Associate) jobs in United States
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RBC · 22 hours ago

Treasury Services Account Manager (Associate)

RBC is a leading bank in the world, and they are seeking a Treasury Services Account Manager (Associate) to join their team. This role is essential in managing client relationships and providing the necessary tools for growth within the Treasury organization, while also preparing client proposals and coordinating with internal partners to develop comprehensive Treasury solutions.

BankingFinancial ServicesWealth Management

Responsibilities

Work with treasury sales on client proposals to identify appropriate Treasury solutions, perform cost/benefit analysis, competitive pricing and run profitability models
Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
Develop an understand clients' Treasury cash management structure and objectives
Coordinate with product partners to develop comprehensive Treasury solutions
Develop and understand competitors’ products and positioning within the client & market
Work with treasury sales solutions throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing

Qualification

Banking experienceTreasury Solutions knowledgeMicrosoft Office proficiencyAnalytical skillsPlanning skillsCustomer ServiceCommunication skillsTime managementOrganizational skillsTeamwork

Required

Bachelor's Degree required
Minimum of 3 of relevant banking and treasury experience
Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
Demonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
Strong drive/ambition to develop into an individual contributor salesperson
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills

Benefits

Discretionary bonus
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan

Company

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

Funding

Current Stage
Public Company
Total Funding
$16.29B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.75M

Leadership Team

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Graeme Hepworth
Chief Risk Officer
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Kelly Bradley
Chief Human Resources Officer
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Company data provided by crunchbase