Operations Specialist I - Securities Based Lending

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, and customer service to field and end clients.

As an Operations Specialist I, you will be considered the subject matter expert for client and field questions regarding Credit Access Line accounts. Your drive to impact and high attention to detail will allow you and RBC Wealth Management to shine.

• Process client verifications for outgoing wire and ACH transactions. Process system entries for transactions
• Make updates to client Credit Access Lines
• Effectively assist clients and field via inbound and outbound calls

• 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.

• 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.

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

The good-faith expected salary range for the above position is $50,000 - $80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance;

and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Answering Telephones, Banking Products, Communication, Credit Processes, Critical Thinking, Customer Follow-Ups, Customer Interactions, Customer Service, Decision Making, Finance, Innovative Thinking, Multitasking, Proactive Learning, Process Improvements, Relationship Building, Salesforce…