Operations Specialist I - Securities Based Lending
About The Position
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. If you enjoy challenging work and are looking for the next step in your career, we want to hear from you!
Requirements
- 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 Haves
- 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.
Responsibilities
- 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
Benefits
- bonuses
- flexible benefits
- competitive compensation
- commissions
- 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
- 401(k) program with company-matching contributions
- health, dental, vision, life and disability insurance
- paid time-off plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
