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Business Deposit Specialist

Business Deposit Specialist

CompanyRoyal Bank of Canada
LocationOttawa, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • 5 years’ experience within the product specialty field, Deposit and Investments ideally as a Commercial Account Manager or Treasury Solutions Specialist.
  • Strong client impact, execution excellence and collaboration skills.
  • Strong analytical and technology skills, including financial analysis demonstrating the ability to match client needs with financial solutions.
  • Excellent time management with the ability to prioritize multiple and sometimes conflicting demands.
  • Proven negotiation skills.

Responsibilities

  • Pre-contact planning, designing, structuring, presentation, negotiation and implementation of client solutions, including pricing within delegated authorities aligned to client complexity.
  • Portfolio Review for New Client Acquisition to the product line or additional product solution to existing BFS client; leads identification and proactive contact.
  • Documenting of client solutions including detailed updating within client relationship plan and pipeline (Synergy) for contact management and reporting.
  • Development of CAM capability related to Deposit and Investment opportunity spotting, client discovery and proposing solutions.

Preferred Qualifications

  • University degree, ideally in commerce, business administration, or related experience.
  • Commercial Financial Services experience.