Strategic Banking & Lending Growth Lead

Charles Schwab; Troy (MI); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab in the United States seeks a Business Development Manager within Banking & Trust Services Sales to drive lending solutions adoption and partner with Business Development Officers, delivering a seamless client experience.

You will own pipeline visibility, CRM updates, training, and cross-functional collaboration across BTS and Investor Services, balancing priorities in a fast-paced environment while ensuring regulatory compliance.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of experience in financial services, banking, or sales support.
• Ability to manage multiple priorities.

Responsibilities

• Partner with BDOs to drive pipeline growth and opportunity management.
• Own pipeline tracking, reporting, and CRM (Salesforce) updates.
• Support lead intake, follow-up, and conversion efforts.
• Provide visibility into pipeline health and identify gaps and opportunities.
• Serve as a key contact for client and partner inquiries and deliver lending guidance.
• Reinforce Schwab banking and lending solutions to support client acquisition.
• Balance multiple priorities in a fast-paced environment and ensure compliance.

Skills

Relationship Management

Sales Execution

Pipeline Management

Analytical Thinking

Client Experience

Communication Skills

Presentation Skills

Salesforce

Tableau

Multi-tasking

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Tableau

Job description

Charles Schwab in the United States seeks a Business Development Manager within Banking & Trust Services Sales to drive lending solutions adoption and partner with Business Development Officers, delivering a seamless client experience.

You will own pipeline visibility, CRM updates, training, and cross-functional collaboration across BTS and Investor Services, balancing priorities in a fast-paced environment while ensuring regulatory compliance.