Branch Operations Leader & Player-Coach

RBC

Westlake (TX)

On-site

USD 50,000 - 80,000

Full time

3 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Competitive compensation

Flexible benefits

Coaching & development

Collaborative team

Challenging work

Client relationships

Job summary

RBC Wealth Management in Westlake, TX is seeking a Branch Service Manager to lead the branch team and coordinate operations between the complex management and local staff. In this player-coach role you will onboard accounts, supervise staff, ensure policy changes are communicated, and foster a positive, high-performing culture, with opportunities to develop and advance.

The position offers a comprehensive rewards program and the chance to build strong relationships with clients while

Qualifications

Bachelor’s degree or job related experience.
3+ years of financial services experience with a solid knowledge of industry rules and regulations
Strong written and verbal communication and computer skills
Series 7 and 66 (or Series 63/65) or the ability to obtain within 12 months
Attention to detail coupled with the mindset of how you can make the branch more efficient and effective
Nice-to-have: Supervisory experience

Responsibilities

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.
Oversee cage activities to make sure transactions get processed in a timely manner
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.