Regional Banking Associate

Regional Banking Associate (RBA)

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 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

Position allows for 100% remote work. Ideal candidate is to be located in one of the following metropolitan locations :

What you have :

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#SchwabBTSjobs

What's in it for you : At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. 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 :

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 applicantaccessibility@schwab.com or call 800-275-1281.