Banking Operations Team Lead

Charles Schwab • Westlake, TX • 2h 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.

The Banking Operations Team Lead provides day-to-day operational leadership for associates responsible for processing incoming and outgoing wire transfers. This role is accountable for risk management, quality execution, workload management, and associate development in a fast-paced, high-risk money movement environment. The Team Lead serves as an escalation point for complex wire activity and partners closely with managers, risk, fraud, and internal stakeholders to ensure accurate, timely, and compliant wire processing.

WHAT YOU'LL DO:

Operational Leadership

Lead daily wire operations, ensuring accurate and timely processing of incoming and outgoing domestic and international wires in accordance with policies, procedures, and regulatory requirements.

Actively manage workflow, queue health, and processing priorities to meet service level expectations in a high-volume environment.

Serve as an escalation point for complex, high-risk, or time-sensitive wire transactions, exercising sound risk judgment and decision-making.

Risk, Quality & Controls

Effectively identify, assess, and mitigate risk associated with wire activity, including fraud indicators, dollar thresholds, and exception handling.

Ensure adherence to internal controls, regulatory standards, and audit requirements.

Partner with risk, supervision, and controls teams to address emerging risks, trends, and process gaps.

People Leadership & Coaching

Provide real-time guidance, coaching, and support to team members handling wire transactions.

Support onboarding and training of new associates; reinforce policies, procedures, and best practices related to wire processing.

Deliver ongoing performance feedback, quality coaching, and development support to improve accuracy, efficiency, and confidence.

Foster a collaborative, accountable, and client-centric team culture.

Client & Partner Support

Serve as a primary contact for internal partners (e.g., branches, service teams, and Operations partners) related to wire inquiries and escalations.

Support resolution of client issues by conducting research, coordinating across teams, and ensuring clear, professional communication.

Proactively educate internal partners on wire processes, requirements, and risk considerations.

Continuous Improvement

Identify trends, process inefficiencies, and recurring issues within wire operations.

Recommend and support process improvements to increase efficiency, reduce risk, and enhance the associate and client experience.

Participate in projects, pilots, and change initiatives impacting money movement operations.

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.

What you have

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

Required Qualifications

Proven ability to manage risk and make sound decisions in a fast-paced, high-stakes environment.

Demonstrated coaching and informal leadership experience.

Strong problem-solving, attention to detail, and analytical skills.

Excellent verbal and written communication skills.

Series, 7/63, 9/10

Preferred Qualifications

Strong knowledge of wire transfer processes, controls, and associated risk.

Prior Team Lead or senior/SME experience.

Experience working closely with fraud, risk, or audit partners.

Familiarity with internal wire processing systems and escalation protocols.

Ability to balance operational execution with associate development.

In addition to the salary range, this role is also 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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