Bilingual CMO Enrolment Officer

In this role as a Bilingual CMO Enrolment Officer, you will be responsible for managing a high-quality Cash Management Onboarding experience for new and existing clients in RBC Express, RBC Edge, and other platforms. The overall objective of the role is to provide an exceptional client experience throughout the onboarding process. This role requires you to balance thorough due diligence with exceptional client service and collaboration with internal service partners, ensuring a seamless onboarding process.

• Process and manage Cash Management Onboarding requests across multiple queues, delivering end-to-end onboarding of Cash Management product solutions.
• Exercise due diligence and ownership through strong understanding of the impact throughout the step-by-step enrolment process.
• Lead coordinated implementation by applying project management principles to engage Product Specialists and internal service partners from the initial client interaction, orchestrating stakeholder collaboration to ensure seamless and timely service delivery.
• Maintain service excellence through meticulous accuracy and thorough due diligence during service enrollment, including comprehensive document verification and follow-up support for complex implementations, while consistently meeting servicing SLA.
• Demonstrate “Client First Initiative” by being responsive to the needs of all areas in Cash Management Operations and collaborating with peers to add value to client experience.
• Uphold RBC's standards by demonstrating commitment to our Code of Conduct, RBC Blueprint Values & Behaviours, ensuring full compliance with folios, privacy regulations and ethical business practices.
• Share responsibility for customer satisfaction both within the Cash Management team and alongside our Service Partners.
• Ensure 100 percent accuracy when inputting BCRMS billing upon service enrolment and support guidelines established by Product Management endeavouring to minimize revenue leakage.

• Bilingual in French and English - candidates required for this role must have excellent written and verbal communication skills in both languages.
• 1-2 years of customer service experience in the financial services industry.
• Collaborative work ethic and strong attention to detail.
• Proven ability to think critically and solve complex problems.
• Demonstrated team collaboration with above average decision-making skills and a growth mindset.
• General understanding or knowledge of Cash Management Products Suite.
• Client focus mindset.
• Analytical thinking.
• Document verification expertise.

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry.
• General understanding or knowledge of Cash Management Products Suite.
• Familiarity with the RBC tools/applications.

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
• A world-class training program in financial services
• Flexible work/life balance options
• Opportunities to do challenging work

Active Learning, Active Learning, Adaptability, Analytical Thinking, Cash…