Onsite Banking Operations Specialist — Funds Movement

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 52,000 - 68,000; Full time

Job summary

Charles Schwab Corporation in Phoenix is seeking a Banking Operations Associate to support client money movement by handling outbound calls and ensuring best-in-class service. You will serve as a primary contact for branch partners and clients, addressing deposits and disbursements with accuracy and proactive problem solving.

The role emphasizes risk awareness, teamwork, and the ability to learn new systems.

Qualifications

• Passion for service and the desire to help people.
• Engaging communication and interpersonal skills.
• Ability to quickly learn new technology and utilize data and systems to identify solutions.
• Self-driven in a high-volume environment.
• Knowledge of regulatory, audit and compliance policies in securities industry.

Responsibilities

• Promote client loyalty by providing high-quality support via outbound calls about money movement.
• Primary contact for branch partners and clients, internal and external.
• Resolve client issues related to deposits and disbursements.
• Evaluate and manage risk while processing client transactions.
• Educate clients and partners on processes and services.

Skills

Customer service

Communication

Problem solving

Attention to detail

High-volume work

Education

Bachelor’s degree or equivalent

Tools

Windows

Internet research

Database systems

Email

Job description

Charles Schwab Corporation in Phoenix is seeking a Banking Operations Associate to support client money movement by handling outbound calls and ensuring best-in-class service. You will serve as a primary contact for branch partners and clients, addressing deposits and disbursements with accuracy and proactive problem solving.

The role emphasizes risk awareness, teamwork, and the ability to learn new systems.