Description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thoughts meet creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance pf in-office collaboration and fully intend for the selected candidates for this role to work on site in the specified

Our ideal candidate will have a strong background in data science, statistical analysis, and reporting. You will be responsible for developing analytical solutions, building predictive models, and creating reports to help manage resource capacity for large-scale technology organizations.

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.

Charles Schwab is looking for best in class talent that will serve Ultra High Net Worth (UHNW) clients who have bank lending needs. This team delivers a dedicated bank lending model that includes white glove service, expert-level subject matter expertise and end-to-end operations support. Consistent with the Schwab banking model, this UHNW focused team will also work very closely with internal retail and institutional partners to ensure that our enhanced bank lending capabilities continue to compliment the broader relationship. This is an opportunity to grow with us from the beginning as we take the next step in our UHNW evolution.

The UHNW Sr. 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, and lending operations for Schwab's Ultra High Net Worth Clients.

Charles Schwab Bank follows the three lines of defense model of risk governance. Sr. 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.

What you'll do

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 or requesting service to existing loans
• Work closely with all Bank Services Team Managers to ensure applications, service requests and all operational activities are processed efficiently and accurately.
• Support all other Bank Lending processes and projects as needed to drive efficiency and build partnership
• Lead others on the team by sharing best practices and/or business updates in team meetings, team email.
• 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 and sales partners to deliver white glove quality service, meet client expectations, and support business partners

What you have

Required Qualifications

• 5 plus years of client service and/or operations experience specifically in Banking or the Financial Services industry
• Excellent Customer Service skills
• Demonstrated relationship management skills and strong written and verbal communication skills are required
• 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
• Strong risk management skills
• Knowledge of Trust and Entity 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. Four days in office per week is required.
• Ability to work in a structured environment during specified hours as pre-determined by business need.

Requisition #: 2025-116599

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Requirements

2025-116599