Associate, Banking Operations Jobs

Your Opportunity

What you are good at

• Effectively managing and evaluating risk while processing incoming and outgoing wires, ACH transactions, depositing funds, disbursement requests and processing of internal transfers.
• Performing work that is detailed and communicated in a clear, effective manner.
• Work collaboratively and effectively with others in a fast-paced environment.
• Demonstrate leadership and ability to be a role model and mentor to your peers.
• Assess and resolve client issues that relate to wires, deposits, and transfers by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and services available at Schwab.
• Support business initiatives by developing strong partnerships.
• Problem solving and conducting research/special requests through the use of internal processing systems, phone, and emails.
• Identifying situations where escalation is warranted and the ability to act quickly in a high-risk environment.
• Foster teamwork in a diverse work environment.
• Work cooperatively with others to produce innovative solutions.
• Proactively looks for opportunities to improve processes and procedures.
• Handle escalations when warranted and the ability to act quickly in a high-risk environment by assessing and resolving clients’ issues.
• Proactively educate clients and internal partners on our processes and services.

What you have

• Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Engaging interpersonal, verbal, and written communication skills.
• Bachelor’s degree or equivalent work experience preferred.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
• 1-3 years’ experience in client service or operations with brokerage/financial industry preferred.
• Ability to quickly learn new technology and use a variety of data and systems in order to proactively identify solutions to meet client needs.
• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
• Determined and demonstrated ability to work in a high volume environment.

• Results Orientation:(Disciplined and Delivers Results)- Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
• Flexibility: Demonstrates willingness to new organizational structures, procedures, and technology. Looks for opportunities to provide the most critical support during high volume seasons.
• Customer Orientation: Demonstrates proactive behavior by anticipating clients’ needs and taking ownership as the point of contact, working towards a resolution in a timely manner in order to deliver a consistent, superior, client experience. Seeks out key individuals involved in a situation to learn their perspectives.