At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Charles Schwab’s Banking Ops is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. We focus on maximizing operating leverage by integrating functions, increasing productivity, and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes.
The Banking Ops Team Lead position requires an effective leader who can help to motivate, inspire, and develop a diverse team responsible for performing and executing on our Organization’s purpose and mission. Team Leads are accountable for facilitating the team’s ability to deliver business results and creating a work environment that promotes employee engagement. This includes helping to provide the information, resources, feedback, coaching and recognition that help employees improve their performance. Team Leads are responsible for assisting in developing necessary process improvements, communications and effective working relationships that establish accountability and positively impact the team, and stakeholders.
You will ensure “best in class” service for our branch partners, internal and external clients by:
Effectively managing, and coaching others, evaluating risk when reviewing client accounts requesting fund disbursements including but not limited to check requests, check deposits, domestic and international incoming and outgoing wires.Performing work that is detailed and communicated in a clear, effective manner. Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.Responding to questions on a wide array of technical and operational subjects.Problem solving and conducting research/special requests through the use of email, telephone and our internal inquiry system.Receiving and effectively resolving escalations to the clients’ satisfaction and take action quickly in a high-risk environment to mitigate risk to the firm.Proactively educating specialists, clients and internal partners on our products and services.Helping to drive business initiatives and results by developing strong partnerships.Demonstrating the ability to help lead others and to be a role model and mentor to your peers.Helping to foster teamwork in a diverse work environment. What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Licenses required - Series 7/63 & 9/10 or 24 (Condition of Employment would be considered for the 9/10 or 24)3+ years’ experience in brokerage/financial industry, with emphasis on customer service required.Bachelor’s degree or equivalent work experience.Preferred Qualifications:
Proficient technical skills, including knowledge of Microsoft applications.Flexible with regard to both schedule and role as both may change with little notice in response to business demand.Passion for service and the desire to help and develop people.Strong interpersonal, verbal, and written communication skills.Excellent operational and follow-up skills with the ability to manage complex work.Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.Ability to listen and to explain complex subjects in simpler terms.Intermediate to advance technical skills, with the ability to use 7 or more different applications efficiently, including Windows, internet research, database systems, and email.Excellent operational and follow-up skills with the ability to manage complex work are self- directed, and quickly develop a full understanding of our business.Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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