Move Money Solutions Associate
Your Opportunity
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.
Charles Schwab’s Banking Operations 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 Banking Operations Associate, you will promote client loyalty by providing the highest quality support to our internal and external customers via 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 managing and evaluating risk while processing client check deposits as well as check disbursement requests.
- Assess and resolve client issues that relate to deposits and disbursements by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and servicesavailable at Schwab.
- Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails.
- Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.
- Performing work that is detailed and communicated in a clear, effective manner.
- Work collaboratively and effectively with others in a fast-paced environment.
- Proactively educate clients and internal partners on our processes and services.
- Support business initiatives by developing strong partnerships.
- Handle escalations when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients’ issues.
- Demonstrate leadership and ability to be a role model and mentor to your peers.
- Proactively looks for opportunities to improve processes and procedures.
- Work cooperatively with others to produce innovative solutions.
- Foster teamwork in a diverse work environment.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications:
- Bachelor’s degree or equivalent work experience
Required Qualifications:
- 3+ years’ experience in client service or operations with brokerage/financial industry.
- Ability to quickly learn new technology 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 technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
- Excellent operational and follow-up skills with the ability to manage complex work.
- Engaging interpersonal, verbal, and written communication skills.
- Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
- Entry level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
- Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
- Due to nature of risk with responsibilities, attention to detail and accuracy are required.
- **This is an in-office role as some duties and responsibilities for this role must be completed in office.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications:
- Bachelor’s degree or equivalent work experience
Required Qualifications:
- 3+ years’ experience in client service or operations with brokerage/financial industry.
- Ability to quickly learn new technology 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 technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
- Excellent operational and follow-up skills with the ability to manage complex work.
- Engaging interpersonal, verbal, and written communication skills.
- Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
- Entry level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
- Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
- Due to nature of risk with responsibilities, attention to detail and accuracy are required.
- **This is an in-office role as some duties and responsibilities for this role must be completed in office.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.