Salary: USD $61,000 - $104,900 / Year

Your opportunity

The Banking & Trust Sales team is seeking a Regional Banking Associate (RBA) to provide dedicated support for the Regional Banking Managers (RBMs). The RBAs will help RBMs drive a deeper understanding of our Banking & Trust solutions among our retail branch partners as well as with Registered Investment Advisors (RIAs) who utilize Schwab to custody their clients' assets.

What you are good at:

• Qualified candidates are aspiring financial professionals with a desire to grow within Schwab Bank to help promote holistic financial planning with an emphasis on liability management
• Creating data to support RBMs in developing new business
• Tracking and organizing RBM sales leads
• Working with internal partners to provide pipeline management support
• Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RBM is unavailable
• Proactively supporting RBM in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up
• Collaborating and presenting training & development materials directly to field partners
• Partnering with RBMs to develop region specific strategies to increase Bank awareness and household penetration
• Communicating regional marketing campaigns to field partners
• Preparing with RBMs for upcoming client & partner meetings
• Executing follow-up & assignment of inbound Trust Services leads
• Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials.
• Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RBM
• Demonstrate excellent communication & partnership skills within our Sales/Operations partnership
• Delivering an exceptional experience through meeting all service level agreements
• Ability to adapt quickly to support teammates and clients
• Building outside vendor relationships to strengthen overall partnership with Schwab
• Demonstrating excellent priority management skills in real-time

• 3+ years of relationship management experience in developing enhanced affiliations with banking or brokerage field partners to support business development activities
• Bachelor's degree preferred
• Active FINRA Series 7 and Series 63/66 licensing preferred or willingness to obtain within 6-12 months of employment
• Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Bank offerings
• Aptitude to quickly build knowledge base around home lending, asset-based lending, UHNW and Trust Services offerings.
• Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
• Strong internal and external customer focus, including ability to think in terms of client experience/perspective
• Effective presentation and public speaking skills. Ability to drive strong engagement and foster collaboration within meetings.
• Quick learning & adoption around new products and processes
• Self-Starter, Problem Resolution skills with a strong acumen around delivering and receiving constructive feedback.
• Proven confidence with technology and the ability to understand & teach new systems/applications with ease
• Proactive daily self-development
• Outstanding time management and organizational skills
• Strong adaptability to change

• 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