Treasury Services Account Manager (Associate)

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
115K-135K Annually
Mid level
Fintech • Insurance
The Role
Support treasury sales by developing client proposals, performing cost/benefit and profitability analyses, preparing relationship review materials and pitch books, coordinating with product and implementation partners, and managing pipeline, pricing, and billing to deliver cash management solutions.
Summary Generated by Built In

Job Description

The Treasury Services Associate role is a vital coverage team member that plays an integral part in acquiring, manage and maintain the client relationships. This position is designed to provide the tools required to evolve and progress the skillsets needed to grow in RBCs treasury organization. This role allows an individual to develop over time for a successful career within the firm and to pursue more senior roles within the Treasury group such as a cash management sales position

What will you do? (Job 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

What do you need to succeed? (Required Qualifications, Capabilities and Skills)

  • 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

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.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients

The good-faith expected salary range for the above position is $115,000 - $135,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.  This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

·       Drives RBC’s high performance culture

·       Enables collective achievement of our strategic goals

·       Generates sustainable shareholder returns and above market shareholder value

Job Skills

Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork

Additional Job Details

Address:

BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK

City:

New York

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-03

Application Deadline:

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Skills Required

  • Bachelor's Degree
  • Minimum of 3 years of relevant banking and treasury experience
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing processes
  • Strong interest in identifying clients' cash flow needs and applying appropriate banking solutions
  • Superior verbal and written communication skills and ability to mobilize internal networks
  • Time management, organizational and planning skills with ability to multitask and meet deadlines
  • Highly proficient in Microsoft Office (PowerPoint, Excel, Word)
  • Superior analytical and quantitative skills, including cost/benefit and profitability analysis
  • Drive/ambition to develop into an individual contributor salesperson

RBC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RBC and has not been reviewed or approved by RBC.

  • Healthcare Strength Healthcare coverage is positioned as robust, including medical, dental, vision, life insurance, and disability coverage, with day-one eligibility in some U.S. roles. Mental-health support and virtual care offerings are also emphasized as meaningful parts of the package.
  • Retirement Support Retirement and savings support is described as a structured part of total rewards, including 401(k) matching in the U.S. and enhanced defined-contribution pension contributions in Canada. Additional savings vehicles and employer contributions are presented as adding material value beyond base salary.
  • Parental & Family Support Family-oriented benefits are highlighted through paid parental/caregiver leave in certain U.S. roles and expanded support for fertility, surrogacy, and adoption in Canada. Backup care and related family supports are also presented as strengthening overall benefits attractiveness.

RBC Insights

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The Company
HQ: Toronto, Ontario
88,000 Employees
Year Founded: 1901

What We Do

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.

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