Move Money Operations Escalation Specialist

Charles Schwab Corporation; Orlando (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Bonus eligibility

Job summary

Charles Schwab Corporation in Orlando seeks a Bank Operations Move Money Solutions Hotline Specialist to provide high-quality service for money movement inquiries. You will handle checks, deposits, wires, and related policies while guiding clients and branch partners with accurate, timely information.

You will assess risk, research issues, and deliver solutions in a collaborative, fast-paced environment, with opportunities for bonus incentives.

Qualifications

• 2+ years of client service or operations experience in brokerage or financial industry.
• Bachelor's degree or equivalent work experience preferred.
• Strong interpersonal, verbal, and written communication skills.
• Knowledge of regulatory, audit, and compliance policies related to securities.

Responsibilities

• Provide high-quality support to internal and external customers via phone regarding money movement.
• Evaluate and manage risk when reviewing requests for checks and wires.
• Respond to a wide range of technical and operational questions.
• Listen, assess needs, research information, and offer innovative solutions.
• Escalate and resolve issues quickly in a high-risk environment.
• Communicate clearly and deliver detailed, accurate work.
• Collaborate with colleagues in a fast-paced setting.
• Educate clients and partners on Schwab products and services.
• Support business initiatives through strong partnerships.

Skills

Client service

Communication

Problem solving

Attention to detail

Education

Bachelor's degree or equivalent

Job description

Charles Schwab Corporation in Orlando seeks a Bank Operations Move Money Solutions Hotline Specialist to provide high-quality service for money movement inquiries. You will handle checks, deposits, wires, and related policies while guiding clients and branch partners with accurate, timely information.

You will assess risk, research issues, and deliver solutions in a collaborative, fast-paced environment, with opportunities for bonus incentives.