Senior Branch Service Manager/Branch Service Manager
Senior Branch Service Manager/Branch Service ManagerEmbrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Senior Branch Service Manager/Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
We are pleased to offer a comprehensive total rewards package, which includes a signing bonus.
What will you do?
Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area.
Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
What do you need to succeed?
Must-have
Bachelor's Degree or job related experience
5+ years of financial services experience with a solid knowledge of industry rules and regulations
Series 7 and 66 (or 63/65)
Senior Branch Service Manager: Must hold Series 9/10 (or 8) license on day one of employment.
Branch Service Manager: Willingness to obtain Series 9/10 (or 8) license is required.
Manager role; or willing to obtain for the Branch Service Manager role
Strong written and verbal communication and computer skills
Previous supervisory experience
Attention to detail coupled with the mindset of how you can make the branch more efficient and effective
What's in it for you?
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 Skills
Collaborative Selling, Commercial Acumen, Customer Knowledge, Customer Service Management, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management
Additional Job Details
Address: 1 COWBOYS WAY:FRISCO
City: Frisco
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried