Operations Specialist I - Securities Based Lending
Overview
Join RBC Wealth Management to shape its future leading in Securities Based Lending. You will own client and field interactions regarding Credit Access Line accounts.
What You'll Do5
- 1Process client verifications for outgoing wire and ACH transactions
- 2Create system entries for transactions
- 3Update client Credit Access Lines
- 4Assist clients and field via inbound and outbound calls
- 5Maintain confidentiality while handling multiple priorities in a fast paced environment
Requirements5
- 1Must have 4-year degree from an accredited university or high school diploma plus 3 years of job-related experience
- 2Demonstrated problem identification and analytical skills for exception-based processes
- 3Proficiency with Windows-based software like Word Excel and Outlook
- 4Ability to integrate Excel and Access databases into daily work
- 5Nice-to-have: 4-year degree in business finance or related field
Salary Insight
$50 - $80k per year
Location
Required Skills
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