Senior Branch Service Manager

RBC; Walnut Creek (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

Flexible benefits

Job summary

RBC Wealth Management is seeking a Senior Branch Service Manager in Walnut Creek, CA. This player-coach role bridges the Complex management team and the branch on operational matters, modeling a positive work environment and fostering a strong team culture.

The role emphasizes onboarding, training staff, processing client securities, and maintaining security. The position offers a comprehensive total rewards program and career development opportunities within a high-performing team.

Qualifications

• Bachelor’s degree or job related experience.
• 5+ years financial services experience with knowledge of industry rules and regulations.
• Licensing: Series 7 and 66 (or 63/65) and Series 9/10 (or 8).
• Strong written and verbal communication and computer skills.
• Previous supervisory experience.
• Attention to detail and efficiency improvements.

Responsibilities

• Oversee branch staff and operations including onboarding, training and staff motivation; provide work direction and resolve staff issues.
• Communicate policy and procedural changes to branch employees.

Skills

Staff leadership and supervision

Communication

Onboarding

Policy & procedure communication

Attention to detail

Education

Bachelor’s degree

Tools

Series 7

Series 66

Series 9/10

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 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

Embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The 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

• Bachelor’s degree or job related experience
• 5+ years of financial services experience with a solid knowledge of industry rules and regulations
• Series 7 and 66 (or 63/65) and Series 9/10 (or 8)
• 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

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

The good-faith expected salary range for the above position is $70,000 - $120,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

• 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

1331 NORTH CALIFORNIA BOULEVARD:WALNUT CREEK

City

Walnut Creek

Country

United States of America

Work hours/week

40

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-06-16

Application Deadline

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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.