Senior Branch Service Manager
| Company | Royal Bank of Canada |
|---|---|
| Location | Leawood, KS, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years of financial services experience with a solid knowledge of industry rules and regulations
- Series 7 and 66 (or 63/65) and Series 9/10 (or 8)
- Strong written and verbal communication and computer skills
- Previous supervisory experience
- Attention to detail coupled with the mindset of how you can make the branch more efficient and effective
Responsibilities
- Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
- Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
- Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
- Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area.
- Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
Preferred Qualifications
- Bachelor’s degree