Associate, Banking Operations

Charles Schwab; El Paso (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Banking Operations Associate in Check Operations in El Paso, TX. The role focuses on check deposits and disbursements, with emphasis on accuracy, risk management, and exceptional client service.

You will be a primary contact for branch partners and clients, handling transactions with attention to detail, while learning Schwab’s money movement solutions and internal processing systems. This is an on-site position in a high-volume environment.

Qualifications

• 2+ years of experience in client service or operations with brokerage/financial industry preferred.
• Associate’s degree or equivalent work experience preferred.
• Ability to quickly learn new technology and utilize multiple data systems to proactively identify solutions.
• Self-driven and able to work in a high-volume environment.
• Intermediate technical skills with multiple applications (Windows, internet research, databases, email).
• Excellent operational and follow-up skills with the ability to manage complex work.
• Strong interpersonal, verbal, and written communication skills.
• Knowledge of regulatory, audit, and compliance policies related to the financial industry will need to be obtained.

Responsibilities

• Effectively managing and evaluating risk while depositing funds and processing disbursement requests.
• Assist clients in navigating money movement solutions and services available at Schwab.
• Problem solving and conducting research through internal processing systems, phone and emails.
• Identify situations where escalation is warranted and take action quickly in a high-risk environment.
• Perform work that is detailed and communicated clearly and effectively.
• Work collaboratively with others in a fast-paced environment.
• Proactively educate clients and internal partners on processes and services.
• Support business initiatives by developing strong partnerships.
• Collaborate with team members in a diverse work environment.

Skills

Client service

Attention to detail

Communication skills

Problem solving

Education

Associate’s degree or equivalent

Tools

Windows

Database systems

Email

Internet research

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.

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.

Charles Schwab’s Banking Operations is responsible for processing of money movements, education of policies and procedures related to these money movements, and risk prevention. This role specifically focuses on check operations, including but not limited to check deposits and disbursements. We focus on maximizing operating leverage by integrating functions, increasing productivity, and gaining efficiencies 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.

As a Banking Operations Associate In Check Operations, You Will Promote Client Loyalty By Providing The Highest Quality Support To Our Internal And External Customers Via Handling Transactions That Require Attention To Detail And Priority Management. 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 depositing funds and processing disbursement requests.
• Assess and resolve client issues that relate to check transactions by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and servicesavailable 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.
• Work cooperatively with others to produce innovative solutions.
• Collaborate with team members in a diverse work environment.

What you have

• 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Associate’s degree or equivalent work experience preferred.
• Ability to quickly learn new technology and utilize a variety of data and systems 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 the business.
• Knowledge regarding regulatory, audit, and compliance policies related to the financial industry will need to be obtained.
• Positive attitude, team orientation, enthusiasm, professionalism, forward thinking, and strong work ethic.
• Due to the nature of risk inherent in assigned responsibilities, attention to detail and accuracy is required.

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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