Regional Banking Manager

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Job ID:
1117-31262
Job Category:
Banking
Relevant Work Experience:
Business Development and Sales-6+ yrs, Banking-2-5 yrs
Current Licenses / Certifications:
National Mortgage Licensing, FINRA Series 7
Position Located In:
CA - San Francisco
Education:
BA/BS
Job Type:
Full Time

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Bank is one of the 15 largest banks in the US with over $120 Billion in assets.  It is a diversified financial services company with a prospect base of over one million existing Schwab investment clients.  Our asset quality is among the industry’s top performing banks and our loan-to-deposit ratio has exceptional room for growth.  The Bank’s value proposition is centered on building trust, providing a simple, convenient and integrated bank and brokerage experience, and delivering value-added products and services.  The Bank aspires to be the most trusted leader in banking services, to make it easy for clients to manage their banking needs together with their investing experience, and to enable them to address their financial needs on the asset and liability sides of their balance sheets.

The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act as the Bank’s subject matter expert with the Northern California Region by driving a deeper understanding of our products among Financial Consultants (FCs) in our retail branches as well as with Registered Investment Advisors (RIAs) who utilize Schwab to custody their clients’ assets. This position is based in the Pacific Northwest and the RBM would be responsible for traveling within the Region to grow awareness of our Bank products (deposit, home lending, asset-based lending and trust services.

What you’ll do:

  • Serve as a primary business development and sales support resource for all Schwab clients and prospects within the Northern California Region of the Country
  • Deliver internal field communications, host events with branch and firm partners, participate in client events as keynote speakers, and promote new product/program launches
  • Have a high frequency of individual FC and RIA meetings to support these groups in assessing, developing, and presenting solutions to clients and prospects
  • Assist FCs/RIAs in strategic thought to recommend Bank solutions based on goals and parameters outlined by their clients
  • Provide ongoing feedback to Bank Product Management and Client Experience regarding new products, services, pricing, and marketing support
  • Engage in high net worth client meetings as needed for complex scenarios and consultations 

What you have:

  • 5+ years of proven relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
  • Demonstrated ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings
  • In depth financial background in both home lending  and asset-based lending with focus on high net worth clients
  • Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to proactively ensure that their impact is addressed
  • Strong internal and external client focus, including ability to think in terms of client experience/perspective
  • High comfort level in public speaking, as well as strong presentation skills
  • Ability to travel while effectively managing a large territory with the skill to multi-task while remaining organized and responsive
  • Bachelor’s degree a plus
  • Current NMLS and/or Series 7 licensing a plus

What you’ll get: 

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

 

Learn more about Life@Schwab.



Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Position Located In:CA - San Francisco
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.