On-Site Money Movement Escalation Specialist

Charles Schwab; El Paso (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in El Paso, TX is seeking a Bank Operations Move Money Solutions Hotline Specialist to support the movement of funds for internal and external clients. You will handle high-stakes calls, assess risk, provide informed answers, and collaborate with branch and internal partners in a fast-paced environment.

The role emphasizes understanding regulatory and compliance policies related to securities, delivering best-in-class service, and mentoring peers as needed.

Qualifications

• 2+ years in client service or operations within financial services.
• Bachelor’s degree or equivalent experience.
• Strong interpersonal, verbal, and written communication skills.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Knowledge of regulatory, audit, and compliance policies related to securities.

Responsibilities

• Effectively reviewing client money movement requests, including checks, deposits, and wires, while assessing risk.
• Responding to questions on a wide range of technical and operational topics.
• Listening, assessing client needs, researching information, and providing innovative solutions.
• Escalating appropriately and acting quickly in a high-risk environment when required.
• Communicating clearly and delivering detailed work.
• Collaborating with branch partners, internal teams, and external clients.
• Educating clients and internal partners on products and services.
• Handling escalated calls and resolving issues swiftly in a high-risk setting.
• Demonstrating leadership and mentoring peers.

Skills

Customer service

Operations

Interpersonal skills

Verbal communication

Written communication

Risk awareness

Education

Bachelor’s degree or equivalent work experience

Job description

Charles Schwab in El Paso, TX is seeking a Bank Operations Move Money Solutions Hotline Specialist to support the movement of funds for internal and external clients. You will handle high-stakes calls, assess risk, provide informed answers, and collaborate with branch and internal partners in a fast-paced environment.

The role emphasizes understanding regulatory and compliance policies related to securities, delivering best-in-class service, and mentoring peers as needed.