Banking Operations, Team Lead

accountable for facilitating the team's ability to deliver business results and creating a work environment that promotes employee engagement. This includes helping to provide the information, resources, feedback, coaching and recognition that help employees improve their performance. Team Leads are responsible for assisting in developing necessary process improvements, communications and effective working relationships that establish accountability and positively impact the team, and stakeholders.

You will ensure "best in class" service for our branch partners, internal and external clients to help them "own their tomorrow" by:

• Effectively managing, and coaching others, evaluating risk when reviewing client accounts requesting fund disbursements including but not limited to check requests, check deposits, domestic and international incoming and outgoing wires.

• Performing work that is detailed and communicated in a clear, effective manner.

• Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.

• Responding to questions on a wide array of technical and operational subjects.

• Problem solving and conducting research/special requests using email, telephone and our internal inquiry system.

• Receiving and effectively resolving escalations to the clients' satisfaction and act quickly in a high-risk environment to mitigate risk to the firm.

• Proactively educating specialists, clients and internal partners on our products and services.

• Helping to drive business initiatives and results by developing strong partnerships.

• Demonstrating the ability to help lead others and to be a role model and mentor to your peers.

• Helping to foster teamwork in a diverse work environment.

What you have

Required Qualifications:

• Licenses required - Series 7/63 & 9/10 or 7/63 & 24 or Condition of Employment required.

• Flexibility to work hours according to business needs. Hours of operation are from 6:00am -6:00pm.

• Proficient technical skills, including knowledge of Microsoft applications Outlook, Teams, Excel, Powerpoint, etc.

Preferred Qualifications:

• 3+ years' experience in brokerage/financial industry, with emphasis on customer service required.

• Bachelor's degree or equivalent work experience.

• Flexible with regard to both schedule and role as both may change with little notice in response to business demand.

• Passion for service and the desire to help and develop people.

• Strong interpersonal, verbal, and written communication skills.

• Excellent operational and follow-up skills with the ability to manage complex work.

• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.

• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.

• Ability to listen and to explain complex subjects in simpler terms.

• Intermediate to advance technical skills, with the ability to use 7 or more different applications efficiently, including Windows, internet research, database systems, and email.

• Excellent operational and follow-up skills with the ability to manage complex work are self- directed, and quickly develop a full understanding of our business.

• Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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