Bank Manager - Finance
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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). While this position is primarily aligned to the Dallas/Fort Worth and Southlake, markets, qualified internal candidates may also be considered for other Charles Schwab hub locations based on business need, team alignment, and manager approval.
Charles Schwab Bank is seeking a Finance Manager to strengthen the reporting and analytics that support its mortgage, Pledged Asset Line, Home Equity Line of Credit, and other lending portfolios. Your work will improve the availability, timeliness, and quality of information used by senior leaders to understand loan pricing, originations, pipeline activity, portfolio performance, and emerging trends.
You will translate complex data into clear insights, develop and automate reporting solutions, establish meaningful success metrics, and apply sound judgment to evolving business questions. Working across Finance, engineering, Credit Risk Management, Accounting, and Treasury, you will define reporting needs, solve data challenges, and support compliance, regulatory, and audit requests. This role offers the opportunity to influence decisions, improve reporting processes, and build trusted partnerships across Schwab Bank.
What you have
Required qualifications
- Bachelor’s degree in business, finance, or a related field
- 5+ years of relevant experience in finance, data analysis, or reporting
- Advanced Microsoft Excel skills, including experience developing reporting and analytical solutions
- Demonstrated ability to analyze complex information and translate findings into clear, actionable insights
- Strong Problem Solving, Critical Thinking, and Decision Making skills
- Ability to communicate effectively, influence stakeholders, and build Cross-Functional Collaboration
- Ability to organize competing priorities while maintaining accuracy and attention to detail
Preferred qualifications
- Experience using Microsoft SQL Server or Google BigQuery to gather, clean, transform, and analyze data
- SQL experience, including the ability to develop efficient queries supporting reporting solutions
- Experience with Microsoft Power Query, Power Pivot, or comparable data and reporting tools
- Experience automating reporting processes and integrating data from multiple systems
- Knowledge of lending products, loan pricing, originations, portfolio reporting, or banking operations
- Experience supporting Regulatory Reporting, Regulatory Audits, or internal and external audit requests
- Demonstrated Adaptability and Process Improvement in a changing reporting environment
In addition to the salary range, this role is 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
Required qualifications
- Bachelor’s degree in business, finance, or a related field
- 5+ years of relevant experience in finance, data analysis, or reporting
- Advanced Microsoft Excel skills, including experience developing reporting and analytical solutions
- Demonstrated ability to analyze complex information and translate findings into clear, actionable insights
- Strong Problem Solving, Critical Thinking, and Decision Making skills
- Ability to communicate effectively, influence stakeholders, and build Cross-Functional Collaboration
- Ability to organize competing priorities while maintaining accuracy and attention to detail
Preferred qualifications
- Experience using Microsoft SQL Server or Google BigQuery to gather, clean, transform, and analyze data
- SQL experience, including the ability to develop efficient queries supporting reporting solutions
- Experience with Microsoft Power Query, Power Pivot, or comparable data and reporting tools
- Experience automating reporting processes and integrating data from multiple systems
- Knowledge of lending products, loan pricing, originations, portfolio reporting, or banking operations
- Experience supporting Regulatory Reporting, Regulatory Audits, or internal and external audit requests
- Demonstrated Adaptability and Process Improvement in a changing reporting environment
In addition to the salary range, this role is 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.