Client Banking Services Manager
Company: Charles Schwab
Location: Higley
Posted on: January 26, 2023
Job Description:
Position Type: Regular Your Opportunity Client Banking Services
(CBS) serves Schwab Bank and Schwab One clients. As a division of
the Client Service & Support (CS&S) organization, our goal is
to provide world class service that promotes the firm's Purpose to
"champion every client's goals with passion and integrity." We
foster an environment of engaged professionals, who inspire client
loyalty through understanding and addressing client needs,
personalizing every interaction, and valuing all clients and their
time. Day-to-day, a CBS Team Manager invests the majority of their
time into the coaching and development of their professionals. By
focusing on driving engagement and behavioral based coaching
validated by performance metrics, CBS leaders strive to empower
their professionals to own their careers and provide World Class
Service. What you are good at As a Team Manager in CS&S, you
will provide leadership, management, and general oversight in
Client Banking Services (CBS). You will be responsible for direct
leadership of 10 - 12 financial service professionals. You will
pursue our mission and values by:
- Working collaboratively with other CBS managers and leadership
across the network to deepen client relationships and drive key
business results. Agility is a premium.
- Developing CBS associates and specialists to help them become
world class service professionals. Priority: People leadership that
drives performance in a culture of accountability focused on key
results.
- Partnering effectively across site locations. Embracing an
ownership mentality is essential.
- Continually evaluating the operating environment and business
model to identify opportunities for innovation and improve business
processes. Service, simplicity, and scale are core operating
principles. Embracing "can-if" thinking is vital.
- Representing Schwab to clients and CS&S/CBS to business
partners and vendors.
- Consistently interacting with professionals to build employee
loyalty, knowledge, and skills What you have
- Active FINRA Series 7, 63 (or 66) licenses
- Active FINRA Series 8, or 9 & 10 licenses
- Knowledge of financial services industry with minimum three
years prior industry experience preferred, including service
delivery and coaching and development
- At least one year of supervisory/management experience required
with demonstrated ability to drive engagement while also delivering
performance against key business objectives
- Demonstrated passion for providing client-centric
solutions
- Positive attitude, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics
- Excellent verbal and written communication skills to influence,
build consensus, and effectively drive accountability.
- The successful candidate must be fully committed to serving and
balancing the needs of clients, employees, and shareholders. The
individual must possess strong conceptual, planning,
organizational, and communication skills. The candidate will need
to be effective at establishing and obtaining commitment to
business goals and motivating the team to implement strategies to
achieve key business results. The ideal candidate will have proven
experience working collaboratively with various groups with
potentially disparate objectives. In addition to the salary range,
this role is also eligible for bonus or incentive opportunities.
Why work for us? Own Your Tomorrow embodies everything we do! We
are committed to helping our employees ignite their potential and
achieve their dreams. Our employees get to play a central role in
reinventing a multi-trillion-dollar industry, creating a better,
more modern way to build and manage wealth.Benefits: A competitive
and flexible package designed to empower you for today and
tomorrow. We offer a competitive and flexible package designed to
help you make the most of your life at work and at home-today and
in the future. Explore further .Schwab is committed to building a
diverse and inclusive workplace where everyone feels valued. As an
Equal Opportunity Employer, our policy is to provide equal
employment opportunities to all employees and applicants without
regard to any status that is protected by law. Please click here to
see the policy. Schwab is an affirmative action employer, focused
on advancing women, racial and ethnic minorities, veterans, and
individuals with disabilities in the workplace. If you have a
disability and require reasonable accommodations in the application
process, contact Human Resources at or call .TD Ameritrade, a
subsidiary of Charles Schwab, is an Equal Opportunity Employer. At
TD Ameritrade we believe People Matter. We value diversity and
believe that it goes beyond all protected classes, thoughts, ideas,
and perspectives.
Keywords: Charles Schwab, Phoenix , Client Banking Services Manager, Executive , Higley, Arizona
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