Talent.com
RBC
Senior Branch Service Manager/Branch Service ManagerRBC • Frisco, TX, United States
Senior Branch Service Manager/Branch Service Manager

Senior Branch Service Manager/Branch Service Manager

RBC • Frisco, TX, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Branch Service Manager/Branch Service Manager

Embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Senior Branch Service Manager/Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

We are pleased to offer a comprehensive total rewards package, which includes a signing bonus.

What will you do?

  • Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
  • Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
  • Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
  • Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area.
  • Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.

What do you need to succeed?

Must-have

  • Bachelor's Degree or job related experience
  • 5+ years of financial services experience with a solid knowledge of industry rules and regulations
  • Series 7 and 66 (or 63/65)
  • Senior Branch Service Manager: Must hold Series 9/10 (or 8) license on day one of employment.
  • Branch Service Manager: Willingness to obtain Series 9/10 (or 8) license is required.
  • Manager role; or willing to obtain for the Branch Service Manager role
  • Strong written and verbal communication and computer skills
  • Previous supervisory experience
  • Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

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.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Collaborative Selling, Commercial Acumen, Customer Knowledge, Customer Service Management, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management

Create a job alert for this search

Senior Branch Service Manager/Branch Service Manager • Frisco, TX, United States

Similar jobs

Rental & Service Branch Manager

QXODallas, TX, United States
Full-time

QXO is a leading distributor and installer of building products serving an $800 billion market.The company's mission is to modernize the building products industry through advanced technology and a... Show more

 • Promoted

Business Development Manager

Slice Merchant ServicesCelina, TX, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Assistant Branch Manager

Regional FinanceDallas, TX, United States
Full-time

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members.Not only are we serious about growth, but we are al... Show more

 • Promoted

DISTRICT MANAGER

BraumsMcKinney, TX, US
Full-time

District Manager Restaurant - Multi unit Food Service Management If you are a positive, energetic person looking for a career that offers an excellent compensation package and the chance for advanc... Show more

 • Promoted

Service Manager

Illinois Tool Works, Inc.Dallas, TX, United States
Full-time

Reporting to the District or Branch Manager, the Service Manager will provide support and leadership to the branch and to individual service technicians by providing coaching and training on commer... Show more

 • Promoted

Service Manager

Bridgestone AmericasPlano, TX, United States
Full-time +2

Company Overview** Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America.BSRO operates more than 2,200 company-owned stores, inclu... Show more

 • Promoted

Client Onboarding & Servicing Business Manager - Associate

JPMorgan Chase & Co.Plano, TX, United States
Full-time

JobID: 210754890 Category: Business Management JobSchedule: Full time Posted Date: 2026-06-22T15:11:10+00:00 JobShift: Day Base Pay/Salary: Chicago,IL $76,000.Join our dynamic team where you'l... Show more

 • Promoted

Client Service Manager

Arthur J. Gallagher & CompanyDallas, TX, United States
Full-time

Be the go-to person for your clients, ensuring their needs are met with care and precision.Lead the renewal process, working closely with our Production team to deliver the best solutions on time.S... Show more

 • Promoted

Assistant Branch Manager

IBC BankDallas, TX, United States
Full-time

IBC Bank successes are the result of an aggressive and innovative attitude.The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and commu... Show more

 • Promoted

Branch Manager - Earth Moving

Herc HoldingsMckinney, TX, United States
Full-time

Job Purpose: The Branch Managers are the leaders of the management and direction of Herc Rentals' branches.They oversee daily operations ensuing positive revenue generation, high customer service s... Show more

 • Promoted

Branch Manager (Upgrade)

Top Talent LLCDallas, TX, United States
Full-time

About the Job Branch Manager (Upgrade).Our client is seeking a driven, entrepreneurial Branch Manager who can sell, lead, and deliver exceptional customer service.This would be a player/coach type ... Show more

 • Promoted

Branch Manager II

Hilltop HoldingsDallas, TX, United States
Full-time

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more!.As a Branch Manager II with PlainsCapital Bank, the key responsibilities are the administration and ... Show more

 • Promoted

Restaurant District Manager

Braum'sMcKinney, TX, US
$110,000.00 yearly
Full-time

District Manager Restaurant - Multi unit Food Service ManagementIf you are a positive, energetic person looking for a career that offers an excellent compensation package and the chance for advance... Show more

 • Promoted

Business Banking Relationship Manager III (Dallas)

Fifth Third BankDallas, TX, United States
Full-time

Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Responsibl... Show more

 • Promoted

Senior Branch Service Manager/Branch Service Manager

RBCFrisco, TX, United States
Full-time

Senior Branch Service Manager/Branch Service Manager.Embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team.The S... Show more

 • Promoted

Managed Services Revenue Cycle - Pre Access - Senior Manager

PwCDallas, TX, United States
Full-time

Industry/Sector Not Applicable Specialism Managed Services Management Level Senior Manager Job Description & Summary The Opportunity As a Managed Services Revenue Cycle - Pre Access - Senio... Show more

 • Promoted

RN - Branch Director - Home Health

Enhabit Inc.Prosper, TX, United States
Full-time

Overview Looking for a career that makes a difference every day? Discover a rewarding career at Enhabit Home Health & Hospice, one of the nation's largest home-based care providers.Consistently r... Show more

 • Promoted

Branch Manager

Associated Packaging, Inc.Mesquite, TX, United States
Full-time

Associated Packaging is looking for amazing and talented people like you! Join our team today and become part of one of the fastest growing companies and industries in the country.Employees of Asso... Show more

 • Promoted

Salesperson

Hendrick Automotive Group CorporateMcKinney, TX, US
Full-time

BMW of McKinney Location: 2601 N.Central Expressway, McKinney, Texas 75071 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.Supervisory Respon... Show more

 • Promoted

Branch Sales Manager

D.R. HortonRowlett, TX, United States
Full-time

It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets.The Company also provides mortgage financing and title servi... Show more