Branch Service Manager: Lead Team & Streamline Operations

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

Benefits offered by this job

Total rewards program

Bonuses

Commissions

Stock options

Job summary

RBC Wealth Management in Cheyenne, WY is seeking a Branch Service Manager to lead a small team and ensure smooth branch operations. The role blends player-coach responsibilities with hands-on client service and regulatory compliance.

You will supervise staff onboarding, account processing, and communications of policy changes, while building client relationships and ensuring timely transfers and trades. This position offers strong growth opportunities within RBC's national platform.

Qualifications

• 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.

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.

Skills

Communication skills

Attention to detail

Financial services experience

Education

Bachelor’s degree

Job description

RBC Wealth Management in Cheyenne, WY is seeking a Branch Service Manager to lead a small team and ensure smooth branch operations. The role blends player-coach responsibilities with hands-on client service and regulatory compliance.

You will supervise staff onboarding, account processing, and communications of policy changes, while building client relationships and ensuring timely transfers and trades. This position offers strong growth opportunities within RBC's national platform.