Documentation Specialist

RBC

Calgary, Canada
Foreign currency accounts maintenance
Facta / civt documentation
Client business account resolution
Provide ongoing day-to-day fulfillment of cash management product servicing and operational support for high value Corporate Client Group

Job Summary

  • Provide ongoing day-to-day fulfillment of cash management product servicing and operational support for high value Corporate Client Group.
  • Ensures adherence of Operations Risk, Compliance and Anti Money Laundering (AML) policies, processes and procedures as per “Folio” guidelines to mitigate operational/credit risk.
  • We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Matching Summary

Provide ongoing day-to-day fulfillment of cash management product servicing and operational support for high value Corporate Client Group.

Skills & Requirements

Must-have

  • Foreign Currency Accounts maintenance
  • FACTA / CIVT documentation
  • Client business account resolution
  • Cash management fulfillment strategies
  • Operations Risk, Compliance, AML policies
  • Client account servicing routines

Nice-to-have

  • Continuous improvement mindset
  • Analytical and problem solving skills
  • Interpersonal client negotiation skills
  • Proactive self-starter
  • Organizational & time management skills
  • Independent work in complex environment
  • Detail oriented with commitment to quality

Key Requirements

  • Prior knowledge of Master Client Agreement
  • Familiarity with RBC Cash management products
  • In depth knowledge of RBC applications
  • Experience in customer service

Work Rights

Not specified

Tailored Resume

Cover Letter