Branch Service Manager & Client Solutions Leader

RBC; Cheyenne (WY); On-site; USD 47,000 - 80,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Coaching and development opportunities

Flexible work/life balance

Job summary

RBC Wealth Management in Cheyenne, WY seeks a Branch Service Manager to lead the branch with a hands-on approach, coordinating operations and supporting a high-performing team.

You will supervise staff, onboard accounts, ensure accurate recording and timely transmission of securities, and manage client requests and transactions in line with RBC procedures.

The role offers a comprehensive rewards program and opportunities for growth within a dynamic, collaborative team.

Qualifications

• 3+ years of financial services experience with 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 and drive to improve branch efficiency.
• Supervisory experience.

Responsibilities

• Oversee branch staff and operations, onboarding, training and motivating staff, providing work direction, and resolving issues pertaining to staff supervision.
• Ensure the effective communication of policy and procedural changes and other issues impacting branch employees.
• Onboard new accounts, record securities, and ensure they are credited and transmitted to the Complex main office following RBC procedures.
• Oversee cage activities to ensure transactions are processed in a timely manner.
• Build and maintain professional relationships with clients, facilitate transfers, process trades, checks, wires and ACHs promptly.

Skills

Financial services experience

Written and verbal communication

Staff supervision

Attention to detail

Series 7 and 66 (or 63/65)

Education

Bachelor’s degree or relevant experience

Job description

RBC Wealth Management in Cheyenne, WY seeks a Branch Service Manager to lead the branch with a hands-on approach, coordinating operations and supporting a high-performing team.

You will supervise staff, onboard accounts, ensure accurate recording and timely transmission of securities, and manage client requests and transactions in line with RBC procedures.

The role offers a comprehensive rewards program and opportunities for growth within a dynamic, collaborative team.