Operations Specialist I - Securities Based Lending
Job Description
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Operations Specialist I - Securities Based Lending
Job Description
What is the opportunity?
Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future!
The Securities Based Lending team completes RBC Wealth Management's Brokerage client account setup, daily monitoring, exceptional customer service and asset releases for internal and external Pledges. This team is also responsible for servicing the client's internal pledges and Credit Access Line of Credit which includes the setup of loans, secure funding, distributing funds to clients, processing incoming payments, reconciliations and customer service to field and end clients.
As an Operations Specialist I, you will be considered the subject matter expert for the processing all incoming and outgoing wires and ACH transactions. Your drive to impact and high attention to detail will allow you and RBC Wealth Management to shine.
If you enjoy challenging work and are looking for the next step in your career, we want to hear from you!
What will you do?
- Process incoming and outgoing wire and ACH transactions.
- Process system entries for transactions
- Make updates to client Credit Access Lines
- Effectively assist clients and branches via inbound and outbound calls
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 experience.
- Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.
- Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality.
- Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
- Proficient computer skills in Windows-based software products including Word, Excel and Outlook.
Nice-to-have
- 4-year degree from an accredited university in business, finance or related field.
- 3+ years business, finance, customer service and/or accounting/bookkeeping experience.
- Previous experience in the securities or banking industry preferred.
- Ability to integrate Excel and Access databases into daily work.
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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Summary
Address:
Minneapolis, Minnesota, United States of America
City:
USA-MN-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:
2023-06-13
Application Deadline:
2023-07-28
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.
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 rbc.com/careers.
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Date Posted
06/18/2023
Views
13
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