Cash Management Documentation Specialist

2 weeks ago

Jersey City, New Jersey, United States RBC Capital Markets, LLC Full time
Job Summary

We are seeking an experienced professional to join our team as a Cash Management Documentation Specialist. This role will play a critical part in managing commercial client expectations and proactively addressing pain points during the onboarding process for RBC's U.S. Commercial Deposits and Cash Management Business.

Key Responsibilities
  • Provide timely reviews and guidance of client-drafted legal documentation for use with Cash Management services.
  • Offer clear written guidance when reviewing client legal documentation to ensure there is no uncertainty when interacting with the bank and clients.
  • Assist in the creation and amendment of procedures, policies, and process flows as needed.
  • Challenge the status quo to continue streamlining the Cash Management industry.
  • Support day-to-day documentation queries from internal stakeholders regarding new accounts, signer management, and account updates.
  • Participate in ongoing projects related to the development of the new U.S. business line to ensure best-in-class service is delivered at first pass.
  • Anticipate client pain points and proactively help put mitigations/remediation plans in place.
  • Act as a liaison between the Law Group, Front Office, Regulatory Compliance, Financial Crimes Compliance, and other Functional Partners to align efforts toward common goals.
  • Effectively interact with internal and external parties, ensuring proper escalation and relationship management to the Law Group, Front Office, and Functional Partners.
  • Participate in meetings as necessary, taking notes and tracking significant items and tasks.
  • Help manage projects and documentation related to the business line, tracking product development, and evolving business initiatives.
  • Participate as needed in working groups to review, analyze, and update marketing materials, client-facing documentation, and legal agreements related to commercial deposit accounts and Cash Management services, as directed by Management and with escalation to other Functional Partners as required.
  • Assist with contract negotiation requests, including the development of a negotiation response repository, under the direction of the Law Group.
  • Demonstrate solid critical thinking and problem-solving skills.
  • Support responses to customer RFPs pursued by the Front Office sales teams.
  • Be client-obsessed while maintaining RBC Clear's risk appetite.
Requirements
  • Minimum 5+ years of experience working in a bank, with a strong preference for direct experience within the Commercial Deposits and Cash Management Client Services space, or corporate banking operations, with a knowledge of deposit account and service maintenance and KYC/AML compliance and client legal documentation.
  • Preferred 5+ years' experience working directly with risk, compliance, attorneys, project management/coordination, implementation, and legal documentation review/approval/guidance, as well as experience with contract negotiations.
  • Strong preference for knowledge and experience with business governance, global customer authority documentation, client behaviors in the industry, and global cash management product knowledge.
What We Offer

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact, work in a dynamic, collaborative, progressive, and high-performing team, and have opportunities to do challenging work and build close relationships with clients.

The good-faith expected salary range for this position is $120,000 - $140,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life, and disability insurance; and paid time-off plan.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and play a critical role in attracting, engaging, and retaining talent that drives RBC's high-performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns and above-market shareholder value.

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