Training Facilitator, Banking Operations

Charles Schwab • Westlake, TX • 3h ago

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

A Training Specialist in the Banking Operations department provides business support to all levels within the organization to reinforce business strategy, resolve consistency issues, and motivate individuals to optimal performance. This role is responsible for multiple functions of training, including continuum assessments of the learning process and progress, new hire onboarding and training, as well as supporting other project initiatives in relation to product launch or department initiatives.

What you'll do:

The Banking Trainer Business Analysis Sr. Specialist conducts departmental new hire and ongoing educational training analysis, coordination, and facilitation, ensuring that learning needs within the department are evaluated and strategic business opportunities are identified. You will determine and document subject matter educational requirements and collaborate with leadership to strategically support individuals achievements. New hire development is fostered through effective coaching, mentoring, and motivational strategies, while escalated training issues are promptly addressed and resolved. Additionally, you will work together with organizational management and leadership on cross-departmental projects and initiatives.

What you have

To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have.

REQUIRED QUALIFICATIONS:

Experience training on brokerage/financial services industry processes

At least 1 year of facilitating adult learning and virtual instruction, including classroom management

Strong organizational skills, with the ability to manage multiple projects simultaneously

Analytical abilities focused on root cause analysis and process improvement

Skilled in resolving client issues directly and taking ownership of outcomes

Able to communicate the impact of roles and processes on clients and business partners

Comfortable presenting to groups of all sizes, including team leadership

Excellent relationship management and teamwork skills

PREFERRED QUALIFICATIONS:

Ability to work effectively in a cross-site environment

Technical skills including MS Office, SharePoint, Teams, PowerPoint

Knowledge and experience with Investor Services and/or Advisor Services systems and procedures preferred

Positive attitude, enthusiasm, professionalism, and strong work ethic with demonstrated exceptional customer service

Flexibility in adapting schedule to the needs of the training program, which may include early morning hours, late night hours, or weekend hours to meet deliverable

Applied knowledge of instructional content design, curriculum development, measurement, and reporting a plus

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

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.

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