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Bilingual CMO Enrolment Officer

  • Toronto, ON, Canada
  • Halifax, NS, Canada
  • Calgary, AB, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Experience
1-2 years of customer service experience in the financial services industry.
Posting language
English
Posted

Original job description

Job Description

What is the opportunity?

In this role as a Bilingual CMO Enrolment Officer, you will be responsible for managing a high-quality Cash Management Onboarding experience for new and existing clients in RBC Express, RBC Edge, and other platforms. The overall objective of the role is to provide an exceptional client experience throughout the onboarding process. This role requires you to balance thorough due diligence with exceptional client service and collaboration with internal service partners, ensuring a seamless onboarding process.


What will you do?

  • Process and manage Cash Management Onboarding requests across multiple queues, delivering end-to-end onboarding of Cash Management product solutions.
  • Exercise due diligence and ownership through strong understanding of the impact throughout the step-by-step enrolment process.
  • Lead coordinated implementation by applying project management principles to engage Product Specialists and internal service partners from the initial client interaction, orchestrating stakeholder collaboration to ensure seamless and timely service delivery.
  • Maintain service excellence through meticulous accuracy and thorough due diligence during service enrollment, including comprehensive document verification and follow-up support for complex implementations, while consistently meeting servicing SLA.
  • Demonstrate “Client First Initiative” by being responsive to the needs of all areas in Cash Management Operations and collaborating with peers to add value to client experience.
  • Uphold RBC's standards by demonstrating commitment to our Code of Conduct, RBC Blueprint Values & Behaviours, ensuring full compliance with folios, privacy regulations and ethical business practices.
  • Share responsibility for customer satisfaction both within the Cash Management team and alongside our Service Partners.
  • Ensure 100 percent accuracy when inputting BCRMS billing upon service enrolment and support guidelines established by Product Management endeavoring to minimize revenue leakage.

What do you need to succeed?

Must Have:

  • Bilingual in French and English - candidates required for this role must have excellent written and verbal communication skills in both languages.
  • 1-2 years of customer service experience in the financial services industry.
  • Collaborative work ethic and strong attention to detail.
  • Proven ability to think critically and solve complex problems.
  • Demonstrated team collaboration with above average decision-making skills and a growth mindset.
  • General understanding or knowledge of Cash Management Products Suite.
  • Client focus mindset.
  • Analytical thinking.
  • Document verification expertise.

Nice-to-have:

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry.
  • General understanding or knowledge of Cash Management Products Suite.
  • Familiarity with the RBC tools/applications.

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options
  • Opportunities to do challenging work

Job Skills

Active Learning, Active Learning, Adaptability, Analytical Thinking, Cash Management, Cash Operations, Client-Focused, Client Relations, Client Relationship Management, Client Service, Collaboration, Communication, Critical Thinking, Customer Satisfaction, Customer Service, Decision Making, Detail-Oriented, English Language, Financial Services, Financial Services Industry, French Language, Group Problem Solving, Meticulous, Onboarding, Operational Delivery {+ 4 more}

Additional Job Details

Address:

180 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

TECHNOLOGY AND OPERATIONS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-21

Application Deadline:

2026-11-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

More about this job

Responsibilities

Manage the end-to-end onboarding experience for cash management clients by processing requests and ensuring high-quality service delivery. Collaborate with internal partners and product specialists to maintain service excellence while adhering to compliance and due diligence standards.

Requirements

Candidates must be bilingual in French and English and possess 1-2 years of customer service experience within the financial services industry. Strong analytical skills, attention to detail, and a collaborative mindset are essential for success in this role.

Skills

  • Cash management
  • Customer service
  • Bilingualism
  • Due diligence
  • Project management
  • Document verification
  • Analytical thinking
  • Problem solving
  • Team collaboration
  • Communication
  • Attention to detail
  • Financial services
  • Billing
  • Compliance

Benefits

  • Bonuses
  • Flexible benefits
  • Competitive compensation
  • Commissions
  • Stock
  • Training program
  • Flexible work/life balance

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Administrative
  • Management & Leadership

Keywords

  • Cash Management
  • Onboarding
  • RBC Express
  • RBC Edge
  • Due Diligence
  • Client Service
  • SLA
  • BCRMS
  • Financial Services
  • Bilingual
  • Document Verification
  • Project Management
  • Compliance
  • Revenue Leakage
  • Stakeholder Collaboration
  • Growth Mindset
  • Analytical Thinking
  • Client Focus
  • Banking
  • Operations

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