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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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