Branch Service Manager: Player-Coach for Ops & Growth

RBC; Portland (ME); On-site; USD 53,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Health/dental/vision insurance

Paid time off

Job summary

RBC Wealth Management in Portland, ME is seeking a Branch Service Manager/Senior Branch Service Manager to lead branch operations and guide staff while fostering a positive team culture. This player-coach role serves as the main liaison between Complex management and the branch on operational matters.

We offer training and development resources to help you grow your career. The position includes direct client service, onboarding, and supervision responsibilities, with a strong emphasis on policy

Qualifications

• 5+ years of financial services experience with knowledge of industry rules.
• Series 7 and 66 (or 63/65) certifications.
• Series 9/10 (or 8); or ability to obtain within 6 months.
• Strong written and verbal communication and computer skills.
• Previous supervisory experience.
• Attention to detail and efficiency mindset.

Responsibilities

• Oversee branch staff and operations, onboarding, training and motivating 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.

Skills

Communication skills

supervisory experience

Attention to detail

Computer skills

Education

Bachelor's degree

Job description

RBC Wealth Management in Portland, ME is seeking a Branch Service Manager/Senior Branch Service Manager to lead branch operations and guide staff while fostering a positive team culture. This player-coach role serves as the main liaison between Complex management and the branch on operational matters.

We offer training and development resources to help you grow your career. The position includes direct client service, onboarding, and supervision responsibilities, with a strong emphasis on policy