Bank Operations, Associate Jobs

Your Opportunity

What you are good at

• Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.
• 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.
• Performing work that is detailed and communicated in a clear, effective manner.
• Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails.
• Work collaboratively and effectively with others in a fast-paced environment.
• 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.

What you have

• Ability to quickly learn new technology and apply a variety of data and systems in order to proactively identify solutions to meet client needs.
• Bachelor’s degree or equivalent work experience preferred.
• Intermediate level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.
• Engaging communication and interpersonal skills.
• 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Hard-working and demonstrated ability to work in a high volume environment.
• Passion for service and the desire to help people.

• Flexibility: Demonstrates willingness to new organizational structures, procedures, and technology. Looks for opportunities to provide the most critical support during high volume seasons.
• 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.
• 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.