Team Lead - Banking Operations, Money Movement

Pay range: USD $30.05 - $43.13 / Hour

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 Ops 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 coaching others, evaluating risk when reviewing client accounts requesting fund disbursements including but not limited to check requests, check deposits, domestic and international incoming and outgoing wires.
• Performing work that is detailed and communicated in a clear, effective manner.
• Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
• Responding to questions on a wide array of technical and operational subjects.
• Problem solving and conducting research/special requests through the use of email, telephone and our internal inquiry system.
• Receiving and effectively resolving escalations to the clients' satisfaction and take action quickly in a high-risk environment to mitigate risk to the firm.
• Proactively educating specialists, clients and internal partners on our products and services.
• Helping to drive business initiatives and results by developing strong partnerships.
• Demonstrating the ability to help lead others and to be a role model and mentor to your peers.
• Helping to foster teamwork in a diverse work environment.

• Licenses required - Series 7 and 63 or 66 and a 9/10 or 24 (Condition of Employment would be considered for the 9/10 or 24)
• 3+ years' experience in brokerage/financial industry, with emphasis on customer service required.
• Bachelor's degree or equivalent work experience.

• Proficient technical skills, including knowledge of Microsoft applications.
• Flexible with regard to both schedule and role as both may change with little notice in response to business demand.
• Passion for service and the desire to help and develop people.
• Strong interpersonal, verbal, and written communication skills.
• Excellent operational and follow-up skills with the ability to manage complex work.
• 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.
• Ability to listen and to explain complex subjects in simpler terms.
• Intermediate to advance technical skills, with the ability to use 7 or more different applications efficiently, including Windows, internet research, database systems, and email.
• Excellent operational and follow-up skills with the ability to manage complex work are self- directed, and quickly develop a full understanding of our business.
• Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.

• 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