Description

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.

The Specialist, Bank Operations applies knowledge skills and experience to perform daily bank lending solutions tasks. The role is responsible for handling day to day account open and account maintenance support, lending servicing, lending operations.

Charles Schwab Bank follows the three lines of defense model of risk governance. Specialist, Bank Operations is a first line of defense position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal Bank regulations in the context of their responsibilities.

Provide functional support for lending operations and servicing processes. Activities include but are not limited to:

• Complete all aspects of loan processing with the exception of underwriting
• Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience
• Handle inbound and outbound servicing phone calls with clients and Registered Investment Advisors (RIAs)
• Host phone calls with clients that are applying for Pledged Asset Loans
• Work closely with all Bank Services Team Managers to ensure applications, service requests and all operational activities are processed efficiently and accurately.
• Ready to be challenged and increase PAL functional and department knowledge through cross-training with peers, working with business partners
• Demonstrate positivity and the ability to problem solve while assisting Schwab clients in opening their accounts, as well as performing detailed research and follow-up, in a fast-paced environment.
• Demonstrate flexibility and work collaboratively with team members to deliver high quality service, meet client expectations, and support business partners

What you have

• 1-3 plus years of client service and/or operations experience specifically in Banking or the Financial Services industry
• Ability to learn and navigate new systems and leverage multiple platforms to execute daily work
• Experience with securities based lending, brokerage accounts, and banking systems
• Excels in a cross-functional team environment
• Ability to learn and complete multiple task types within defined timeframes
• Knowledge of banking regulations and policies required
• Knowledge of Trust account structures
• Critical thinking and the mindset to improve efficient ways to scale services while creating an optimal client experience in PAL Digital
• This role is not eligible for 100% Work from Home. Three days in office per week is required.
• Ability to work in a structured environment during specified hours as pre-determined by business need.

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



Requisition #: 2025-116855

r1d4rh5eu

Requirements

2025-116855