Cash Management Client Onboarding Specialist
RBC
Support RBC clients through precise Cash Management onboarding in Toronto, using document verification, analytical thinking, and bilingual communication skills.As a Bilingual CMO Enrolment Officer, you will manage high-quality onboarding experiences for new and existing clients. Your work spans RBC Express, RBC Edge, and other platforms, balancing thorough due diligence with responsive service. Collaboration with Product Specialists and internal partners supports seamless implementation and timely delivery.Key Responsibilities:
Manage onboarding requests and service enrollment across queuesApply project management principles to coordinated implementationsMaintain accuracy while meeting servicing service-level agreementsFollow up on complex implementations and verify documentationSupport customer satisfaction across Cash Management OperationsRequirements:
Bilingual French and English verbal and written communicationOne to two years’ customer service experience in financial servicesClient-focused mindset with analytical thinkingAbove-average decision-making and critical problem-solving skillsExperience building client relationships within service environmentsBring careful onboarding management, client relationship skills, and bilingual service expertise to RBC’s Cash Management Operations team.
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Manage onboarding requests and service enrollment across queuesApply project management principles to coordinated implementationsMaintain accuracy while meeting servicing service-level agreementsFollow up on complex implementations and verify documentationSupport customer satisfaction across Cash Management OperationsRequirements:
Bilingual French and English verbal and written communicationOne to two years’ customer service experience in financial servicesClient-focused mindset with analytical thinkingAbove-average decision-making and critical problem-solving skillsExperience building client relationships within service environmentsBring careful onboarding management, client relationship skills, and bilingual service expertise to RBC’s Cash Management Operations team.
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