Lease Transaction Associate

RBC - Burlington, ON (30+ days ago)

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What is the opportunity?

You are responsible for driving high quality, differentiated client experience for Commercial Banking clients through servicing and fulfillment of complex leasing transactions and required documentation. You will take end to end responsibility and you will be the single point of contact/liaison and communication for RBC clients, Leasing Sales Managers, Leasing vendors and legal parties where required. You will take ownership and personal accountability for accurate and efficient execution and control of leasing transactions due diligence within established turnaround timeframes. You will also Identify and resolve issues at source, making it easier to enhance and build the client and partner relationships.

What will you do?

Acts as a single point of contact – middle office - for RBC clients, Leasing Sales Managers, Leasing Vendors and legal parties providing deep knowledge and experience of RBC Leasing products and services to ensure a positive client experience and mitigation of operational/credit risk.
Responsible for efficient and effective end to end co-ordination and service delivery for high risk, high complex (e.g. non-standard leasing transactions and required documentation etc. Manages accordingly to the level of priority, urgency required with clear focus to sustain and maintain quality client relationship.
Acts as advocate for the client experience using resources and analytical techniques to investigate and evaluate complex issues which may be outside of policy/process/procedural guidelines in order to satisfy the client needs/client escalation. Identifies a number of solutions and acts upon each appropriately to mitigate risks.
Provides ongoing coaching for Leasing Sales Managers as required to ensure credit and operational risks and workflow processes are understood and followed. Includes system and application navigation support/coaching where required.
Exercises some judgment in making decisions, with high level escalations referred to appropriate levels
Keen ability to identify and act upon efficiency and effectiveness opportunities through effective listening, probing and clarifying.
Works on several bank/leasing applications, e.g. synergy, CMS, EDGE, ASSET e-mail; in order to complete tasks.
Expected to process work volumes within established turnaround timeframes
Follows established Coaching Routines and related activity to drive high performance and enhance client experience.

What do you need to succeed?


Strong knowledge of lease, financing and ancillary documentation.
Excellent organizational skills and ability to effectively manage time and priorities.
Strong ability to multi-task.
Demonstrated ability to solve problems by generating, evaluating and implementing alternatives.
Strong willingness and desire to learn.
Detail-oriented and able to understand the terms and conditions of the contracts.


Fluently Bilingual in French and English
Centre of expertise on equipment financing documentation. Knowledge and understanding of credit policies, security documentation, systems abilities and policies
Leasing experience.
Superior understanding of PPSA laws across the country.
Strong knowledge of, T-Value, HP Calculator, MS Office (Excel and Word).

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.

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
Opportunities to building close relationships with clients
Access to a variety of job opportunities across business and geographies

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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

City: Burlington
Address: 5575 North Service Road
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 02/20/2020
Platform: Personal & Commercial Banking
Req ID: 222342

Ad Code(s):