Client Onboarding & Documentation Officer

Job Description

What is the opportunity?

Our RBC Global Banking Service Centre (GBSC) team is looking for a Client Onboarding & Documentation Officer. In this role, you will provide ongoing day-to-day fulfillment of cash management product servicing and operational support for high value Corporate Client Group.

What will you do?

• Have direct client contact to analyze & develop cash management fulfillment strategies
• Assumes ownership and accountability for the resolution of client business accounts and all related documentation requirements issues/activity
• Identifies service/operational inefficiencies and makes recommendations for value added enhancements to appropriate entities
• Ensures adherence of Operations Risk, Compliance and Anti Money Laundering (AML) policies, processes and procedures as per “Folio” guidelines to mitigate operational/credit risk
• Works closely with various partners to build, implement and sustain cash management documentation and client business account requirements
• Act as the primary point of contact for the end-to-end documentation / client account servicing routines and operations process / fulfillment management
• Anticipates and proactively identifies process improvements, innovation opportunities and best practices

What you need to succeed?

Must- have:

• Solid investigative skills
• A mindset for continuous improvement
• Demonstrated analytical and problem solving skills
• Strong interpersonal client negotiation skills
• ​Proactive, self-starter, with excellent organizational & time management skill set
• Works independently in a complex, volume driven environment
• Detail oriented with a commitment to order and quality in process

Nice-to-have:

• Good understanding of RBC Privacy Policy, Code of Conduct
• Prior knowledge of Master Client Agreement
• Strong familiarity with RBC Cash management products and services
• In depth knowledge of RBC applications, systems and procedures
• Experience in customer service, within a senior market or cash management environment
• Fluent in English / French language

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.

• Build strong relationships with other business segments within the bank
• Exposure to RBC’s diverse network will provide you with a significant opportunity to learn and interact with most, if not all, business lines and product teams
• Work in a dynamic, collaborative, progressive, and high-performing team
• Excellent career/progression opportunities

At RBC, the health and wellbeing of our employees and candidates is always our top priority.
Recruitment Process
COVID-19 has accelerated change across our workplace, including our hiring practices! As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how our video-interview technology will be used throughout the recruitment process, and will be on hand to answer any questions you might have.
Workplace Flexibility
You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied. We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
Health & Safety
For employees that may be required to work from our premises, we’re doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19. All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
JOB SUMMARY
City: Toronto
Address: 10 Yorks Mills
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: Yes
Application Deadline: 09/03/2021
Req ID: 404397
Platform: Personal & Commercial Banking
Ad Code(s):