Operations Supervisor
tags:
financial services
• workforce development
• customer service
• operations supervisor
• performance management
How would you describe your time at RBC Wealth Management?
Supervised all aspects of daily functions as it pertains to ACH and Money Market Operations; provided training and work direction to the department staff. This position was responsible for oversight that ensured timely transaction execution for retail clients and other areas of RBC Wealth Management in compliance with corporate and other regulatory policies and procedures designed for cost effectiveness and to prevent fraud and mitigate risk.
??? Supervised all functions of ACH and Money Market operations to ensure prompt and accurate transaction processing by gathering and analyzing production data and coaching staff toward exceptional performance
??? Wrote procedures and delivered training on the new ADP processing system resulting in a successful transition
??? Hired and conducted annual reviews for a staff of 8
??? Oversaw the resolution of general ledger and customer ledger differences and the capture of performance data to meet internal and external audit requirements
??? Actively managed customer service delivery, ensured timely resolution of problems, and developed service level agreements and performance measures
??? Participated in cross-functional project teams for new initiatives requiring the development of relationships with banks, product vendors, retail branch staff, internal customers and others... 
most recently in Learning & Development
tags:
program manager
• vendor relations
• training specialist
How would you describe your time at over 20 years with Piper Ja...?
Managed the design, development, and delivery of training and development programs to meet the corporate-wide need of a regional securities investment firm. Programs targeted all levels of employees from new recruits to management. Mediums varied from online self-study to webinars to classroom settings to printed materials such as guides and job aids. Implementation required collaborating with internal and external business partners, conducting specific sessions and reporting results on costs and performance improvement.
??? Project Manager - designed, developed, and maintained web-based, new employee orientation program that standardized delivery methods of corporate policies and reduced time spent by administrative staff
??? Learning Strategist - collaborated with a cross-functional team to design and deliver training courses to all 2,800 employees across 13 states to meet regulatory requirements and mitigate risk including AML and Privacy Policy
??? Professional Specialist - conducted semi-annual instructor-led training at headquarters that integrated with the business initiatives for operations support staff totaling 360 employees over a three year period
??? Business Partner - negotiated vendor agreements to provide curriculum to various business lines that met specific quality and budget requirements...
