Specialist, Banking Operations

Bank Operations* Move Money Solutions Hotline Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and 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 when reviewing client account money movement requests including but not limited to check requests, check deposits, and domestic and international currency wires.

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

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

• Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.

• Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment.

• Communicating effectively and delivering work that is detailed and clear.

• Working collaboratively and efficiently with others in a fast-paced environment.

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

• Supporting business initiatives by developing strong partnerships.

• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.

• Demonstrating leadership and the ability to be a role model and mentor your peers.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications

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

• Supporting business initiatives by developing strong partnerships.

• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment. Demonstrating leadership and the ability to be a role model and mentor to your peers.

• 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.

• Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.

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

Preferred Qualifications

• 2+ years' experience in client service or operations with brokerage/financial industry.

• Bachelor's degree or equivalent work experience.

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