Operations Specialist I - Securities Based Lending

RBC • Minneapolis, MN

323d • $45,000 - $75,000

About The Position

Join RBC Wealth Management, a Minneapolis/St. Paul “Top Place to Work”, and shape RBC’s future! The Securities Based Lending team is divided into two parts that together complete 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 Lines which includes the setup of loans, secure funding, distributing funds to clients, processing incoming payments, reconciliations and requests that come in via phone/email. As an Operations Specialist I for the SBL Service Desk, you will be considered the subject matter expert and point of contact for the processing of all Credit Access Line wires and ACH transactions as well as answering questions for the field and clients related to their Credit Access Line account. Your customer service excellence, drive to impact, and high attention to detail will allow you and RBC Wealth Management to shine. If you enjoy interacting with others to provide above and beyond service 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 customer service 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, and/or customer service experience
• Previous experience in the securities or banking industry preferred
• Ability to integrate Excel and Access databases into daily work

Responsibilities

• Effectively assist clients and branches via inbound and outbound calls, email, and salesforce requests
• Process incoming and outgoing wire and ACH transactions
• Process system entries for transactions
• Make updates to client Credit Access Lines
• Work efficiently as part of a team to communicate and collaborate to find creative solutions

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree