Job Summary

Job Description

What is the opportunity?

The Account Transfers team is responsible for the day-to-day outgoing and manual account transfer process. You will work with RBC’s branches and third parties to ensure a smooth and successful transfer in accordance with FINRA rules. As an Operations Team Lead II in Account Transfers, you will provide training, coaching, and work direction for Operations Associates supporting time sensitive, complex exception-based and/or highly specialized processes. In addition, you will support escalated complex customer service situations, complete process oversight, support new initiative/process implementation, and provide department processing back-up support when needed.

If you enjoy challenging work, collaborating in a team environment, and are looking for the next step in your career, we want to hear from you!

What will you do?

Train and act as a resource for other Operations Associates; provide work direction to Associates within assigned group.Mentor and provide on-the-job performance coaching.Monitor daily process volumes and make recommendations to modify resource support levels to ensure department service levels are met.Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operations departments, RBC Business Units, external customers or industry participants.Address escalated questions independently; seeking assistance from Manager as appropriate following established department procedures.Conduct business process oversight to ensure adherence to department procedures, risks are mitigated, and regulatory requirements are met.Reduce risk, increase efficiencies, or enrich customer service by suggesting process changes and/or system modificationsProvide department work support during high volume times or when other team members are not available

What do you need to succeed?

Must-have

4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of job-related experience1+ year prior securities, banking, technology and/or job specific related industry experienceDemonstrated ability to mentor and provide clear work direction to others

Nice-to-have

4-year degree from an accredited university in business, finance or related field

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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

Job Skills

Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-09-06

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.