Specialist, Move Money Hotline Operations
Company: Charles Schwab
Location: El Paso
Posted on: September 28, 2024
Job Description:
Position Type: RegularYour 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. -Charles
Schwab's Move Money Hotline Operations Specialist is responsible
for risk prevention, processing of money movements, and education
of policies and procedures related to money movement and asset
transfers. We focus on increasing productivity and gaining
efficiencies in order to better position Schwab to compete in the
marketplace and to reinvest in areas that matter most to our
clients. - As an elite team of experts, we are committed to
delivering efficient solutions that maximize trust while minimizing
risk by owning every client interaction through clients' eyes. -
-As a Move Money Hotline Operations Specialist, you will promote
client loyalty by providing the highest quality support to our
internal and external customers via inbound/outbound phone calls
and internal chat support, relating to the movement of funds. You
will be a primary contact for our branch partners and clients,
internal partners and external clients, and provide "best in class"
service by: -
Effectively managing -and -evaluating
risk when reviewing client account money movement requests
including but not limited to check requests, check deposits, ACAT
transfers, and domestic and international wires.Responding to
questions on a -wide -array of technical and operational
subjects.Actively listening, assessing client needs, researching
information, and providing clients with innovative
solutions.Problem solving and conducting research/special -requests
through the use of email, telephone, and our internal inquiry
-system.Identifying situations -where -escalation is warranted and
taking the necessary action quickly -in a -high-risk
environment.Communicating effectively and delivering work that is
detailed and clear. Working -collaboratively -and efficiently with
others in a fast-paced environment.Proactively educating clients
and internal partners on our products and services.Supporting
business initiatives by developing strong partnerships.Prioritize
multiple internal chat conversations simultaneously and actively
lead chat dialogues for efficiency and effectiveness. Handling
escalated calls when warranted and resolving client issues by
taking appropriate action quickly in a high-risk environment.
Demonstrating leadership and the ability to be a role model and
mentor your peers.What you haveRequired:
- 2+ years' experience in client service or operations with
brokerage/financial industry preferred.
- Handling escalated calls when warranted and resolving client
issues by taking appropriate action quickly in a high-risk
environment. Demonstrating leadership and the ability to be a role
model and mentor to your peers.Preferred:
- Bachelor's degree or equivalent work experience preferred.
- Proactively educating clients and internal partners on our
products and services.
- Supporting business initiatives by developing strong
partnerships.
- Strong interpersonal, verbal, and written communication
skills.
- Excellent operational and follow-up skills with the ability to
manage complex work.
- Demonstrated ability to be self-directed, and quickly develop a
full understanding of our business.
- Intermediate to advanced level of knowledge regarding
regulatory, audit and compliance policies regarding the securities
industry. - - Positive attitude, team oriented, enthusiastic,
professional, forward thinker and strong work ethic. -You
demonstrate these behaviors: - -
- Results Orientation:(Disciplined and
Delivers Results)- Focusing on the desired end result of one's own
or one's units work; setting challenging goals, focusing effort on
the goals, and meeting or exceeding them.
- Customer Orientation: Demonstrates proactive behavior by
anticipating clients' needs and taking ownership as the point of
contact, working towards a resolution in a timely manner in order
to deliver a consistent, superior, client experience. Seeks out key
individuals involved in a situation to learn their
perspectives.
- Flexibility: Demonstrates openness to new organizational
structures, procedures, and technology. Looks for opportunities to
provide the most critical support during high volume seasons.
- Initiative: Identifying what needs to be done and doing it
before being asked to or required by the situation.
- Analytical Thinking: Approaching a problem by using a logical,
systematic, sequential approach.
- Fostering Teamwork: As a team member, the ability and desire to
work cooperatively with others on a team; as a team leader,
interest, skill, and success in getting groups to learn to work
together cooperatively.
- Communication: Expressing oneself clearly in conversations and
interactions with others through written and oral communication.
-In addition to the salary range, this role is eligible for bonus
or incentive opportunities.
What's in it for youAt 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 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 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
Keywords: Charles Schwab, El Paso , Specialist, Move Money Hotline Operations, Other , El Paso, Texas
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