Your opportunity
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 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.
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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 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
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
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.
