Associate, Banking Operations
About The Position
Charles Schwab’s Banking Operations processes money movements, educates clients and partners on related policies and procedures, and prevents risk. This position focuses on check operations, including check deposits and disbursements, and supports efforts to improve productivity, efficiency, and operating leverage. The Banking Operations Associate in Check Operations supports internal and external customers by handling transactions that require attention to detail and prioritization. The associate serves as a primary contact for branch partners, internal partners, and clients, providing high-quality service and helping clients navigate Schwab’s money movement solutions. The role is expected to work onsite in the specified location and involves collaboration in a fast-paced, diverse environment.
Requirements
- At least 2 years of experience in client service or operations; brokerage or financial industry experience is preferred.
- Ability to quickly learn new technology and use multiple data sources and systems to identify solutions for client needs.
- Self-driven, with the ability to work in a high-volume environment.
- Intermediate technical skills, including using multiple applications simultaneously and efficiently, Windows, internet research, database systems, and email.
- Excellent operational and follow-up skills, with the ability to manage complex work.
- Strong interpersonal, verbal, and written communication skills.
- Ability to work independently and quickly develop a thorough understanding of the business.
- Attention to detail and accuracy.
- A positive attitude, team orientation, enthusiasm, professionalism, forward thinking, and strong work ethic.
Nice To Haves
- Associate’s degree or equivalent work experience preferred.
- Brokerage or financial industry experience preferred.
Responsibilities
- Manage and evaluate risk while depositing funds and processing disbursement requests.
- Assess and resolve client issues related to check transactions and help clients navigate Schwab’s money movement solutions and services.
- Conduct research and handle problem-solving and special requests using internal processing systems, phone, and email.
- Identify situations that warrant escalation and act quickly in a high-risk environment.
- Perform detailed work and communicate clearly and effectively.
- Work collaboratively with others in a fast-paced environment.
- Proactively educate clients and internal partners on processes and services.
- Support business initiatives by developing strong partnerships.
- Work cooperatively with others to produce innovative solutions.
- Collaborate with team members in a diverse work environment.
Benefits
- Bonus or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
