Salary: USD $54,900 - $104,900 / Year

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 focus on maximizing operating leverage by integrating functions, increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients' eyes.

• Effectively managing and evaluating risk while processing incoming and outgoing wires, disbursement requests and processing of internal transfers.
• Assess and resolve client issues that relate to wires, and transfers by helping clients "Own their Tomorrow". 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 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.
• Proactively looks for opportunities to improve processes and procedures.
• Work cooperatively with others to produce innovative solutions.
• Foster teamwork in a diverse work environment.

• 3+ years' experience in client service or operations with brokerage/financial industry required.
• Bachelor's degree or equivalent work experience preferred.
• Series 7, 63, 9/10 or 24.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.
• Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.

• Ability to quickly 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.
• 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.
• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.

• 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