Documentation Specialist

About the role

We are seeking an experienced Cash Management Documentation & Project Management Specialist to help manage commercial client expectations, while proactively voicing pain points during the onboarding process to RBC’s U.S. Commercial Deposits and Cash Management Business.

Responsibilities

• Provide timely reviews and guidance of client drafted legal documentation for use with Cash Management services.
• Provide clear written guidance when reviewing client legal documentation to ensure there is no uncertainty when there is client and bank interaction with the assistance of Law Group as necessary.
• Aid in the creation and amendment of procedures, policies and process flows as needed.
• Challenge the status quo in continue effort to streamline the Cash Management industry.
• Assist with 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 help 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 Law Group, Front Office, Regulatory Compliance, Financial Crimes Compliance, and other Functional Partners, helping align efforts toward common goals.
• Effectively interact with internal and external parties, ensuring proper escalation and relationship management to 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 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, in each case as directed by Management and with escalation to other Functional Partners as required.
• Aid in 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 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.

Qualifications

• Detail-oriented professional with strong project management skills.
• Excellent communication skills.
• Deep understanding of commercial deposits and cash management.

Skills

• Customer Service
• Customer Service Management
• Decision Making
• Interpersonal Relationship Management
• Investment Performance Measurement
• Operational Delivery
• Process Improvements
• Risk Management
• Time Management
• Treasury Management

Benefits

The good-faith expected salary range for the above position is $85,000 - $135,000 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.

Pay

We strive to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Schedule

Full-time