Team Lead, Operations II -- Incoming Manual Account Transfers

What is the opportunity?

The Account Transfers team is responsible for the day-to-day incoming manual account transfer process. You will work with RBC's branches and third parties to ensure a smooth and successful transfer in accordance with FINRA rules. As an Operations Team Lead II in Account Transfers, you will provide training, coaching, and work direction for Operations Associates supporting time sensitive, complex exception-based and/or highly specialized processes. In addition, you will support escalated complex customer service situations, complete process oversight, support new initiative/process implementation, and provide department processing back-up support when needed.

If you enjoy challenging work, collaborating in a team environment, and are looking for the next step in your career, we want to hear from you!

What will you do?

• Train and act as a resource for other Operations Associates; provide work direction to Associates within assigned group.
• Mentor and provide on-the-job performance coaching.
• Monitor daily process volumes and make recommendations to modify resource support levels to ensure department service levels are met.
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operations departments, RBC Business Units, external customers or industry participants.
• Address escalated questions independently; seeking assistance from Manager as appropriate following established department procedures.
• Conduct business process oversight to ensure adherence to department procedures, risks are mitigated, and regulatory requirements are met.
• Reduce risk, increase efficiencies, or enrich customer service by suggesting process changes and/or system modifications
• Provide department work support during high volume times or when other team members are not available

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of job-related experience
• 1+ year prior securities, banking, technology and/or job specific related industry experience
• Demonstrated ability to mentor and provide clear work direction to others
• 2+ years experience with account transfers

Nice-to-have

• 4-year degree from an accredited university in business, finance or related field

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 $45,000 - $75,000 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. 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

Additional Job Details

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

Inclusion and Equal Opportunity Employment

At 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.