Director, Senior Banker

Your Opportunity

Director, Senior Banker

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

With over $300B in assets, Charles Schwab Bank (CSB) is one of the 15 largest banks in the US and has proven successful in serving the banking and lending needs of Schwab’s clients. As our client base has grown, we have expanded our offerings to better support the unique needs of our ultra-high net worth (UHNW) clients, who have complex credit profiles and higher service level expectations requiring a different approach with specialized expertise to serve their needs. 

Our Opportunity:

The Advisor Services (AS) Senior Banking team is seeking a high potential Senior Banking Director (SBD) who will have overall leadership responsibilities for a team of Senior Bankers (SBs) supporting our AS business. Our SBs are responsible for delivering tailored banking solutions aligned to client wealth management goals, helping Registered Investment Advisors (RIAs) retain and deepen relationships by addressing complex client needs with flexible, streamlined, and cost-effective strategies. The SBD ensures consistent adoption and execution of this client value proposition across the team, reinforcing messaging, behaviors, and outcomes that deliver an industry-leading experience for RIAs and their clients. Candidates will have extensive leadership, relationship and sales management experience as well as a deep knowledge of the banking industry. Success in this role will be defined by the team’s ability to consistently translate complex client needs into tailored banking solutions that strengthen RIA relationships and drive measurable growth.

Key Outcomes: 

• Have a consistent track record in developing and leading a successful sales and/or customer service team
• Develop talent by recruiting, hiring and training employees
• Coach SBs to effectively assess client needs and position tailored banking solutions that align with wealth management strategies and deepen RIA relationships
• Monitor key performance indicators (KPIs) tied to client experience, RIA relationship growth, and pipeline effectiveness to ensure SBs are delivering measurable impact for RIAs and their clients
• Ensure team exhibits attention to detail on operational integrity when working with business partners and end-clients
• Resolve sophisticated client lending requests and efficiently identify solutions to ensure the highest level of customer service and support
• Have a strong working knowledge and understanding of loan programs in today's marketplace
• Have excellent social skills, with the ability to communicate effectively with management and cross-functional teams, for both technical and non-technical audiences
• Must demonstrate excellent presentation skills, written and verbal communication skills as well as exhibit a high level of integrity and professionalism
• Must demonstrate strong leadership skills with the ability to highly empower and get the most from teams
• Some travel required, including overnight

What you have

Required Experience:

• Fully licensed with a Series 7 and Series 63/66 designation
• Active Series 9/10
• NMLS licensed
• Bachelor's degree or equivalent preferred
• 5+ years sales management experience required and a consistent record in leading and developing successful teams
• 5-7 years mortgage banking and securities-based lending experience required
• Knowledge of Schwab Bank products & services, including home lending products, secured lines of credit, deposits, and trust services
• Ability to develop & handle strong relationships with multiple business partners and clients
• Ability to develop & lead a team designed to exceed client experience KPIs
• Shown success working in a fast-paced, high-growth environment
• Proven presentation & communication skills
• Organizational skills with the ability to handle several tasks and priorities
• Ability to understand the impact of operational and corporate initiatives from a sales or marketing perspective