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Full job description
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.
Charles Schwab’s Banking Operations is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement.
We are a team of experts, who are committed to delivering efficient solutions that maximize trust while minimizing risk by seeing every client interaction through a clients’ eyes.
As a Banking Operations Specialist, you will promote client loyalty by providing high quality support to our internal and external customers via inbound and 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, ACH transactions, depositing funds, disbursement requests and processing of internal transfers.
- You will assist clients 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 act 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.
This is a role where you will be able to grow your expertise through consistent challenges with the backing of passionate leaders who will value your contributions and encourage your development.
What you have
Required:
- Ability to learn new technology and utilize a variety of data and systems.
- Self-driven and demonstrated ability to work in a high-volume environment.
- Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
- Excellent operational and follow-up skills with the ability to manage complex work.
- Engaging interpersonal, verbal, and written communication skills.
- Due to nature of risk with responsibilities, attention to detail and accuracy.
Preferred:
- 2+ years’ experience in client service or operations with brokerage/financial industry.
- Bachelor’s degree or equivalent work experience.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
