Branch Service Manager/Senior Branch Service Manager

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

What is the opportunity?

Embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager/Senior Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.

Job Description

What is the opportunity?

Embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager/Senior Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• 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.
• 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.

What do you need to succeed?

Must-have

• 5+ years of financial services experience with a solid knowledge of industry rules and regulations
• Series 7 and 66 (or 63/65)
• Series 9/10 (or 8); or the ability to obtain within 6 months
• Strong written and verbal communication and computer skills
• Previous supervisory experience
• Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

Nice-to-have

• Bachelor’s degree

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for the Senior Branch Service Manager role s $52,500 - $95,000 and the Branch Service Manager role is $47,500 - $80,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Collaborative Selling, Commercial Acumen, Customer Knowledge, Customer Service Management, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management

Additional Job Details

Address: TWO PORTLAND SQUARE, 455 FORE STREET:PORTLAND

City: Portland

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-24

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.