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Royal Bank of Canada

Global banking, wealth management, and insurance

Operations Specialist

Finance & BankingPosted on Nov 10
Full-timeMontreal, QC, CanadaNo salary listed

About the Job

Requirements

  • In-depth knowledge of RBC operations and related systems, including Microsoft applications and tools.
  • In-depth knowledge of investment products; RESP, RDSP, and TFSA knowledge is preferred.
  • Must be within a commutable distance to one of the employer's Centers.
  • Ability to work effectively under pressure and with tight deadlines while maintaining a superior level of customer service.
  • Proven effective analytical mindset and problem-solving skills.
  • Ability to communicate and interact frequently with RBC partners and/or employees located across Canada and/or worldwide.
  • Ability to work with minimal supervision and deal with ambiguity.
  • Customer-service orientation, concern for quality, and promotion of collaborative teamwork.
  • Ability to work shifts between 8:00 a.m. and 4:30 p.m., Monday to Friday, with flexibility to work overtime.

Responsibilities

  • Fulfill and service complex client transactions using extensive knowledge of related RBC products and services.
  • Take ownership and personal accountability for resolving issues related to the specific group, function, or process.
  • Act as a functional technical, product, and operational expert for the end-to-end process and as the escalation and referral point of contact for sales and service environments.
  • Resolve complex issues and concerns, and provide value-added input to make client experience a key factor in day-to-day business processing.
  • Use problem-solving tools and analysis techniques to break down complex situations systematically and identify underlying issues.
  • Fulfill clients' needs at the first point of contact by processing incoming work from sales and service partners through channels including paper, email, and fax.
  • Work as an integral part of the team in introducing and educating people on new value-added approaches, and follow established coaching routines and related activities to drive high performance and enhance client experience.
  • React and adapt to changes as required.
  • Process work volumes according to established service-quality standards, including Client Service Commitments, and use multiple bank applications, such as the sales platform, email, and on-demand systems, to complete tasks.

Desired Qualifications

  • Knowledge of RESP, RDSP, and TFSA investment products.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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