Specialist, Banking Operations

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(s).

As a Banking Operations Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via outbound phone calls relating to the movement of funds. You will be a primary contact for our branch partners and clients, internal partners and external clients, and provide “best in class” service by:

• Effectively managing and evaluating risk while processing incoming and outgoing wires, depositing funds, disbursement requests and processing of internal transfers.
• Assess and resolve client issues that relate to wires, deposits and transfers by helping clients “Own their Tomorrow”.  You will assist clients and investment advisors in navigating through money movement solutions and services available at Schwab.
• Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails
• Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.
• Performing work that is detailed and communicated in a clear, effective manner.  
• Work collaboratively and effectively with others in a fast-paced environment.
• Proactively educate clients and internal partners on our processes and services.
• Support business initiatives by developing strong partnerships.
• Handle escalations when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients’ issues.
• Demonstrate leadership and ability to be a role model and mentor to your peers.

What you have

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

Required Qualifications:

• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

Preferred Qualifications: 

• 3+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Bachelor’s degree or equivalent work experience preferred. 
• Ability to learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
• Self-driven and demonstrated ability to work in a high volume environment.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Engaging interpersonal, verbal, and written communication skills.
• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
• Intermediate of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.  
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
• Strong critical‑thinking and decision‑making skills, applying sound business judgment to prioritize client needs and resolve issues proactively.

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