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.

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 Southeast locations :

Atlanta, Georgia

Orlando, Florida

Tampa, Florida

What you have

3+ years of relationship management experience in developing enhanced affiliations with banking or brokerage field partners to support business development activities

Active Series 7 and 63 / 66 licensing preferred or willingness to obtain within 6-12 months of employment

Bachelor's degree is a plus

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

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

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so 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 :

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

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.