Level

RBC

Operations Associate II - Account Transfers

RBC is hiring an Operations Associate II - Account Transfers in Minneapolis, United States. It pays $45k-$70k a year and Level rates it ; you can apply on RBC.

Level's read on this job

  • Little AI ●○○○ is how Level rates this role: aI is not part of the work.
  • The posting mentions Microsoft Excel, Microsoft Word and Microsoft Outlook among its tools and skills.
  • Level classes it as a mid-level role.
  • RBC has 847 other open roles on Level.
  • Posted within the past week.

AI in this role

Provides processing and customer service support for complex account transfer operations.

microsoft-excelmicrosoft-wordmicrosoft-outlookmicrosoft-access
data-entrycustomer-serviceproblem-resolutionaccount-transfers

Job Description

What is the opportunity?

As an Operations Associate II, you will be the dedicated for the Account Transfers team. The primary purpose for this position is to provide processing and customer service support for exception-based complex Operation’s processes. You will review, verify, and record data into technology systems supporting department processes.

If you have exceptional problem solving skills, enjoy fast paced challenging work, and are looking for the next step in your career, we want to hear from you!

What will you do?

  • Provide accurate processing support for standardized and/or manual processes within a specific Operations department. Accurately review, verify and/or record data into technology supporting department processes. Understand department procedures and required accountabilities in the area or department in which the incumbent works. Refer to department manuals for instructions and task assignments for the specific role
  • Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants
  • Address escalated questions independently; seeking assistance from Team Lead or Manager as appropriate following established department procedures
  • Reduce risk by suggesting process changes or modifications as appropriate
  • Perform other duties and responsibilities as assigned

What do you need to succeed?

Must-have

  • 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
  • Demonstrated ability to learn and adapt to change, strong analytical skills required to support by researching, analyzing and solving problems
  • Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
  • Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
  • Having Microsoft-based software product skills including Word, Excel, Outlook, and Access

Nice-to-have

  • 4-year degree from an accredited university in business, finance or related field
  • 1+ year business, finance, customer service and/or accounting/bookkeeping experience
  • Previous experience in the securities, banking or finance industry preferred

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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities  
  • Access to a variety of job opportunities across business

The good-faith expected salary range for the above position is $45,000 - $70,000 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 plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC’s high performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Active Learning, Adaptability, Communication, Critical Thinking, Customer Service, Microsoft Excel, Multitasking, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-11

Application Deadline:

2026-11-04

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.

How we rate this

Operations Associate II - Account Transfers at RBC rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Data EntryCustomer ServiceProblem ResolutionAccount TransfersMicrosoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft Access

Questions you could be asked

  1. Tell me about a project where data entry was part of your work. What did you do?
  2. Tell me about a project where customer service was part of your work. What did you do?
  3. Tell me about a project where problem resolution was part of your work. What did you do?
  4. Tell me about a project where account transfers was part of your work. What did you do?
  5. Walk me through how you've used Microsoft Excel in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Data Entry, Customer Service, Problem Resolution, Account Transfers, and Microsoft Excel. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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