In this role you will be responsible for the successful fulfillment and servicing of Estate settlement transactions. The successful candidate consistently acts upon 'continuous improvement' activities and creates win-win situations to ensure a clear balance between the client experience and mitigation of operational/compliance risk with full alignment to CB Operations business objectives and RBC's vision. In this role you will use training, knowledge and experience of diverse RBC products, processes and services.
What will you do?
Delivers excellent service to our clients every time; focusing on doing what is best for our clients and the organization - making it Simpler, Faster, Better
Focus on attaining established benchmarks for complex and/or specialized client activities, transactions and/or processes, contributing to achievement of business specific Client Service Commitments (CSC's) and/or Service Level Agreement (SLA)
Employee must meet minimum performance thresholds set by your team/group
Consistently demonstrates a sense of urgency in daily activities understanding the importance and impact of personal actions on achieving a superior client experience
Responsible for successful fulfillment and servicing of Estate settlement transactions
.
Ensure process/controls are in place and are being followed
Analyzes non-standard and/or specialized transactions
Provides professional, attentive and accurate service when dealing with both clients and staff
.
Demonstrates commitment to taking ownership & accountability at first point of contact and ensuring appropriate escalation as required
What do you need to succeed?
Must-have
Bilingualism (English and French) required, as you will regularly do business with partners across Canada
Completion of Post-Secondary Degree or Diploma program
Strong background with the use of Window based computer applications such as Word and Excel combined with accurate keyboarding skills
Proven analytical mindset and problem solving skills
Demonstrate ability to adapt to an ever changing environment
Maintaining a detail oriented approach while working in a high volume environment
Adaptability
Nice to have:
Knowledge of Registered products
Knowledge of EMS system
Have experience working with Estate Management System, CART, RBIS, Application Launch Pad, On demand, Service Platform, Sales Platform
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
Leaders who support your development
Work in a dynamic collaborative progressive and high performing team
Opportunity to take on progressively greater accountabilities
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTREAL
City:
Montreal
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-06
Application Deadline:
2025-11-21
Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
nclusion
and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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