Sr Manager - Regional Banking (PL)

Your Opportunity

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Your Opportunity:

Charles Schwab Bank is one of the largest banks in the US with over $400 Billion dollars in assets. It is a diversified financial services company with a prospect base of over one million existing Schwab investment clients. Our asset quality is among the industry’s top performing banks and our loan-to-deposit ratio has exceptional room for growth. The Bank’s value proposition is centered on building trust, providing a simple, convenient and integrated bank and brokerage experience, and delivering valuable products and services. The Bank aspires to be the most trusted leader in banking services, to make it easy for clients to handle their banking needs together with their investing experience, and to enable them to address their financial needs on the asset and liability sides of their balance sheets.

The Banking & Trust Services National Sales Team is seeking a high potential National Sales Support Senior Team Manager who will have overall leadership responsibilities for a team of Business Development Managers (“BDMs”), who provide support of our Business Development Officers (“BDOs”) as the Bank’s subject matter authorities for both our retail and institutional clients. Specifically, the candidate will be primarily responsible for ensuring BDMs assist BDOs in providing a deeper understanding of our Banking & Trust Services solutions among Financial Consultants (FCs) in the retail branches as well as with Registered Investment Advisors (RIAs) who utilize Schwab to custody their clients’ assets.  Successful candidates will have extensive leadership, relationship management and talent development experience as well as a deep knowledge of the banking industry.

What you are good at:

• Ability to develop & handle strong relationships with multiple business partners and clients
• Proven success working in a fast-paced, high-growth environment
• Strong presentation & communication skills
• Organizational skills with the ability to handle several tasks and priorities simultaneously
• Ability to understand the impact of operational and corporate initiatives from a sales or marketing perspective
• Highly inclusive leadership and communication style
• Impactful skill of Influencing
• Collaborative leadership with a contagiously positive, outgoing, can-do attitude 
• Self-starter, problem resolution skills with a key strength to deliver and receive constructive feedback
• Proven confidence with technology and the ability to understand & teach new systems/applications with ease
• Successful track record of managing performance
• Situational awareness with quick adaptability to change
• Passion to develop teammates by leveraging the Grow with Schwab tools and resources
• Constructive problem resolution skills – to continue finding ways to Scale, Accelerate, Grow overall productivity
• Highly organized professional with the ability to inspire team ownership, prioritization, and empowerment
• Long-term desire to grow within the Schwab leadership career pathway
• Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community
• Ability to inspire a Challenger-based culture and mindset within the team
• Skill of leading a support team to handle large volume of inbound leads or inquiries in an efficient manner

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• Fully licensed with a Series 7 and Series 63/66 designation
• Active Series 9/10, or an opportunity to take the 9/10 within 90 days of hire. Successfully passing will be a condition of employment
• Bachelor's degree or equivalent preferred
• 5+ years sales leadership experience
• Consistent record in leading and developing successful teams
• 5+ years mortgage banking and securities-based lending experience required
• Knowledge of Schwab Banking & Trust products & services, including home lending products, secured lines of credit, deposits, and trust services

In addition to the salary range, this role is also eligible for bonus or incentive opportunities