Regional Banking Associate

Your opportunity

The Banking & Trust Sales team is seeking a Regional Banking Associate (RBA) to provide dedicated support for the Regional Banking Managers (RBMs). The RBAs will help RBMs drive a deeper understanding of our Banking & Trust solutions among our retail branch partners as well as with Registered Investment Advisors (RIAs) who utilize Schwab to custody their clients’ assets.

What You Are Good At

• Qualified candidates are aspiring financial professionals with a desire to grow within Schwab Bank to help promote holistic financial planning with an emphasis on liability management
• Creating data to support RBMs in developing new business
• Tracking and organizing RBM sales leads
• Working with internal partners to provide pipeline management support
• Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RBM is unavailable
• Proactively supporting RBM in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up
• Collaborating and presenting training & development materials directly to field partners
• Partnering with RBMs to develop region specific strategies to increase Bank awareness and household penetration
• Communicating regional marketing campaigns to field partners
• Preparing with RBMs for upcoming client & partner meetings
• Executing follow-up & assignment of inbound Trust Services leads
• Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials.
• Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RBM
• Demonstrate excellent communication & partnership skills within our Sales/Operations partnership
• Delivering an exceptional experience through meeting all service level agreements
• Ability to adapt quickly to support teammates and clients
• Building outside vendor relationships to strengthen overall partnership with Schwab
• Demonstrating excellent priority management skills in real-time
  
  

What you have

• 3 years of relationship management experience in developing enhanced affiliations with banking or brokerage field partners to support business development activities
• Bachelor’s degree preferred
• Active FINRA Series 7 and Series 63/66 licensing preferred or willingness to obtain within 6-12 months of employment
• Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Bank offerings
• Aptitude to quickly build knowledge base around home lending, asset-based lending, UHNW and Trust Services offerings.
• Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
• Strong internal and external customer focus, including ability to think in terms of client experience/perspective
• Effective presentation and public speaking skills. Ability to drive strong engagement and foster collaboration within meetings.
• Quick learning & adoption around new products and processes
• Self-Starter, Problem Resolution skills with a strong acumen around delivering and receiving constructive feedback.
• Proven confidence with technology and the ability to understand & teach new systems/applications with ease
• Proactive daily self-development
• Outstanding time management and organizational skills
• Strong adaptability to change
  
  

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What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance