Bilingual Credit Management Resolution Officer offering financial advice & payment solutions during clients' time of need. Championing the RBC brand and providing client support.
About the role
- Documentation Officer providing operational support for corporate cash management products at RBC. Engaging with clients and partners to enhance operational efficiency and compliance.
Responsibilities
- Provide ongoing day-to-day fulfillment of cash management product servicing and operational support for high value Corporate Client Group
- Open/close maintenance for Foreign Currency Accounts
- Liaison FACTA / CIVT relating to Documentation Specialist
- Housekeeping of GBSC Master Client List
- Assume ownership and accountability for the resolution of client business accounts and all related documentation requirements issues/activity
- Direct client contact to analyze & develop cash management fulfillment strategies
- Identify service/operational inefficiencies and make recommendations for value added enhancements to appropriate entities
- Ensure adherence of Operations Risk, Compliance and Anti Money Laundering (AML) policies, processes and procedures as per “Folio” guidelines to mitigate operational/credit risk
- Work 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
- Anticipate and proactively identify process improvements, innovation opportunities and best practices
Requirements
- Bilingualism (English and French) required
- Required to communicate with teams located across Canada
- 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
- Good understanding of RBC Privacy Policy, Code of Conduct (Nice-to-have)
- Prior knowledge of Master Client Agreement (Nice-to-have)
- Strong familiarity with RBC Cash management products and services (Nice-to-have)
- In depth knowledge of RBC applications, systems and procedures (Nice-to-have)
- Experience in customer service, within a senior market or cash management environment (Nice-to-have)
Benefits
- 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
- Excellent career/progression opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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