Specialist – Banking Operations
| Company | Charles Schwab |
|---|---|
| Location | Orlando, FL, USA, El Paso, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years’ experience in client service or operations with brokerage/financial industry
- Bachelor’s degree or equivalent work experience
- Strong interpersonal, verbal, and written communication skills
- Excellent operational and follow-up skills with the ability to manage complex work
- Demonstrated ability to be self-directed, and quickly develop a full understanding of our business
- Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry
- Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic
Responsibilities
- 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
- Responding to questions on a wide array of technical and operational subjects
- Actively listening, assessing client needs, researching information, and providing clients with innovative solutions
- Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system
- Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment
- Communicating effectively and delivering work that is detailed and clear
- Working collaboratively and efficiently with others in a fast-paced environment
- Proactively educating clients and internal partners on our products and services
- Supporting business initiatives by developing strong partnerships
- Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment
- Demonstrating leadership and the ability to be a role model and mentor your peers
Preferred Qualifications
- 2+ years’ experience in client service or operations with brokerage/financial industry
- Bachelor’s degree or equivalent work experience
- Proactively educating clients and internal partners on our products and services
- Supporting business initiatives by developing strong partnerships
- Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment
- Demonstrating leadership and the ability to be a role model and mentor to your peers