Operations Support Officer

October 23 2024
Industries Bank, Insurance, Financial services
Categories Support, Assistance
Vancouver, BC • Full time

Job Summary

Job Description

What is the opportunity?

The Operations Support Officer supports the Canada Asia Centre, International Private Banking business by delivering operational expertise and support to enable fulfillment of client requests in an effective, efficient, and client-focused manner. These requests include transactions, wire payments, investigations, and account openings. This position also requires close working relationship with the Sr. Due Diligence Officer.

What will you do?

  • The OSO will support the Assistant Manager, CAC IPB with efficient and accurate completion of transactions and bookings of foreign exchange.
  • Responsible for on-boarding/approving new accounts from a due diligence perspective and ensure that new relationships on-boarded by the Private Bankers comply with the Post Account Opening Files Review Process and that all High Risk clients are reviewed periodically (every year or every two years) in accordance with the Periodic Review Process.
  • Contributes to meeting the unit's/team's objectives by providing value added service and support/backup to Private Banking Associates.
  • Provides primarily responsive service through client needs based approach and process a broad range of transactions for high net worth International Private Banking clients.
  • Acts as the centre of expertise for most operation duties of the unit, including custody controls, revenue and expense controls and negotiation of items.
  • Identifies operational deficiencies and helps implement steps to protect client's interests.
  • Develops relationships with service partners to ensure client satisfaction and efficient operation of the unit and provides professional, attentive and accurate service when dealing with both clients and staff.
  • Act as the problem resolution champion leveraging appropriate partners to resolve client concerns
  • Demonstrate knowledge and understanding of operational processes, including account opening and maintenance
  • Identify and recommend solutions to improve efficiency
  • Champions compliance, AML, bank policy and procedures

What do you need to succeed?

Must-have

  • Superior client servicing skills and professional attitude at all times
  • Excellent communication skills, both verbal and written
  • Solid experience in branch operations including all Service Platform transactions, wire payments, foreign exchange contracts, CART, Sales Platform account openings, etc.
  • Strong working knowledge of Microsoft Office Suite
  • Meticulous attention to detail and strong organizational skills

Nice-to-have

  • Operational and compliance experience

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 succeed. We care about each other, reaching our potential, making a difference to our communities and achieving success that is mutual.

  • Opportunity to be a valuable member of a critical team.
  • Comprehensive compensation including performance bonus, pro-rated vacation, flexible healthcare benefits.
  • Significant exposure to stakeholders across multiple businesses.
  • A collaborative culture that recognizes innovative business ideas.


*Internal candidates only - please confirm approval from your manager prior to applying for this role.

Job 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

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-10-23

Application Deadline:

2024-11-16

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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