Branch Service Leader & Team Coach

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Job summary

RBC Capital Markets, LLC in Minneapolis, MN is seeking a Branch Service Manager to lead operations and support the complex management team. The role focuses on coaching, supervising staff, and maintaining a productive branch culture while ensuring accurate processing of client accounts and securities.

The position requires 5+ years in financial services, Series 7 and 66 (or 63/65) licenses, and strong communication skills.

Qualifications

• Bachelor's degree or related experience in financial services.
• 5+ years in financial services with knowledge of industry rules and regulations.
• Series 7 and 66 (or 63/65) licenses.
• Strong written and verbal communication and computer skills.
• Previous supervisory experience.
• Attention to detail and branch efficiency mindset.

Responsibilities

• Oversee branch staff and operations, onboarding, training and supervision.
• Communicate policy and procedural changes to branch employees.
• Onboard new accounts, record securities and transmit to main office per procedures.
• Ensure security of the branch cage and restrict unauthorized access.
• Build client relationships and facilitate transfers, trades and payments.

Skills

Collaborative selling

Commercial acumen

Customer knowledge

Customer service management

Negotiation

Performance management

Team management

Sales experience

Communication

Education

Bachelor's degree or equivalent experience

Job description

RBC Capital Markets, LLC in Minneapolis, MN is seeking a Branch Service Manager to lead operations and support the complex management team. The role focuses on coaching, supervising staff, and maintaining a productive branch culture while ensuring accurate processing of client accounts and securities.

The position requires 5+ years in financial services, Series 7 and 66 (or 63/65) licenses, and strong communication skills.