Training Facilitator, Banking Operations
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).
A Training Specialist in the Banking Operations department provides business support to all levels within the organization to reinforce business strategy, resolve consistency issues, and motivate individuals to optimal performance. This role is responsible for multiple functions of training, including continuum assessments of the learning process and progress, new hire onboarding and training, as well as supporting other project initiatives in relation to product launch or department initiatives.
What you’ll do:
The Banking Trainer Business Analysis Sr. Specialist conducts departmental new hire and ongoing educational training analysis, coordination, and facilitation, ensuring that learning needs within the department are evaluated and strategic business opportunities are identified. You will determine and document subject matter educational requirements and collaborate with leadership to strategically support individuals achievements. New hire development is fostered through effective coaching, mentoring, and motivational strategies, while escalated training issues are promptly addressed and resolved. Additionally, you will work together with organizational management and leadership on cross-departmental projects and initiatives.
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.
REQUIRED QUALIFICATIONS:
- Experience training on brokerage/financial services industry processes
- At least 1 year of facilitating adult learning and virtual instruction, including classroom management
- Strong organizational skills, with the ability to manage multiple projects simultaneously
- Analytical abilities focused on root cause analysis and process improvement
- Skilled in resolving client issues directly and taking ownership of outcomes
- Able to communicate the impact of roles and processes on clients and business partners
- Comfortable presenting to groups of all sizes, including team leadership
- Excellent relationship management and teamwork skills
PREFERRED QUALIFICATIONS:
- Ability to work effectively in a cross-site environment
- Technical skills including MS Office, SharePoint, Teams, PowerPoint
- Knowledge and experience with Investor Services and/or Advisor Services systems and procedures preferred
- Positive attitude, enthusiasm, professionalism, and strong work ethic with demonstrated exceptional customer service
- Flexibility in adapting schedule to the needs of the training program, which may include early morning hours, late night hours, or weekend hours to meet deliverable
- Applied knowledge of instructional content design, curriculum development, measurement, and reporting a plus
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
To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have.
REQUIRED QUALIFICATIONS:
- Experience training on brokerage/financial services industry processes
- At least 1 year of facilitating adult learning and virtual instruction, including classroom management
- Strong organizational skills, with the ability to manage multiple projects simultaneously
- Analytical abilities focused on root cause analysis and process improvement
- Skilled in resolving client issues directly and taking ownership of outcomes
- Able to communicate the impact of roles and processes on clients and business partners
- Comfortable presenting to groups of all sizes, including team leadership
- Excellent relationship management and teamwork skills
PREFERRED QUALIFICATIONS:
- Ability to work effectively in a cross-site environment
- Technical skills including MS Office, SharePoint, Teams, PowerPoint
- Knowledge and experience with Investor Services and/or Advisor Services systems and procedures preferred
- Positive attitude, enthusiasm, professionalism, and strong work ethic with demonstrated exceptional customer service
- Flexibility in adapting schedule to the needs of the training program, which may include early morning hours, late night hours, or weekend hours to meet deliverable
- Applied knowledge of instructional content design, curriculum development, measurement, and reporting a plus
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.