Associate, Banking Operations

Charles Schwab Inc.; Westlake (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Charles Schwab Corporation in Westlake, TX is seeking a Move Money Solutions Associate to provide high-quality support to internal and external customers via inbound and outbound calls about money movement.

You will be the primary contact for branch partners and clients, helping to review requests, assess risk, resolve issues with wires, deposits, and transfers, and uphold best-in-class service in a fast-paced environment.

Qualifications

• 2+ years’ experience in client service or operations in brokerage/financial services.
• Bachelor’s degree or equivalent work experience preferred.
• Engaging communication and interpersonal skills.
• Ability to learn new technology and use data/systems to solve problems.
• Detail-oriented and accurate in a high-volume environment.

Responsibilities

• Promote client loyalty by providing high-quality support via inbound/outbound calls.
• Assess and resolve issues related to wires, deposits and transfers.
• Research and resolve requests using internal systems, email and phone.
• Identify when escalation is warranted in a high-risk environment.
• Collaborate with branch partners and clients to deliver best-in-class service.
• Communicate work clearly and thoroughly.

Skills

Client service

Communication

Problem solving

Attention to detail

Education

Bachelor's degree

Tools

Windows

Email

Databases

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(s).

Charles Schwab’s Move Money Solutions 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.

As a Move Money Solutions Associate, you will promote client loyalty by providing the highest 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 managingandevaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, and domestic and international currency wires.
• Assess and resolve client issues that relate to wires, deposits 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/specialrequests through the use of internal processing systems, phone and emails.
• Identifying situationswhereescalation is warranted and the ability to take action quicklyin ahigh-risk environment.
• Performing workthat is detailed and communicated in a clear, effective manner.
• Work collaboratively and effectively with others in a fast-paced environment

What you have

• 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Bachelor’s degree or equivalent work experience preferred.
• Passion for service and the desire to help people.
• Engaging communication andinterpersonal skills.
• Ability to quickly learn newtechnology 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 level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

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