Wealth Branch Service Manager & Client Accounts Lead

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

Benefits offered by this job

Bonuses

Stock

Coaching

Flexible hours

Career growth

Job summary

RBC Wealth Management seeks a Branch Service Manager to lead branch operations and coach staff in Cheyenne. You will oversee onboarding, supervision, and process improvements while maintaining strong client service and compliance with industry rules.

Ideal candidates bring 3+ years in financial services, relevant Series licenses, and a results-driven mindset to enhance efficiency, accuracy, and team performance within a dynamic Wealth Management branch.

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.
• Bachelor's degree or job related experience
• Supervisory experience

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

Customer Knowledge

Customer Service

Customer Service Management

Group Problem Solving

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance and Follow-Through

Product Services

Sales Activities

Education

Bachelor's degree

Job description

RBC Wealth Management seeks a Branch Service Manager to lead branch operations and coach staff in Cheyenne. You will oversee onboarding, supervision, and process improvements while maintaining strong client service and compliance with industry rules.

Ideal candidates bring 3+ years in financial services, relevant Series licenses, and a results-driven mindset to enhance efficiency, accuracy, and team performance within a dynamic Wealth Management branch.