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Sr Manager-Broker Service Rep

Company: Charles Schwab
Location: Keller
Posted on: November 18, 2021

Job Description:

Position Type: RegularYour OpportunityClient Banking Services (CBS) serves Schwab Bank and Schwab One clients.- As a division of the Client Service & Support (CS&S) organization, our goal is to provide world class service that promotes the firm's Purpose to -champion every client's goals with passion and integrity.- We foster an environment of engaged professionals, who inspire client loyalty through understanding and addressing client needs, personalizing every interaction, and valuing all clients and their time. -Day-to-day, a CBS Senior Team Manager invests most of their time into the coaching and development of their professionals.- By focusing on driving engagement and behavioral based coaching validated by performance metrics, CBS leaders strive to empower their professionals to own their careers and provide World Class Service.-Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.What you are good atAs a Senior Team Manager in CS&S, you will provide leadership, management, and general oversight in Client Banking Services (CBS). You will be responsible for direct leadership of-10 --12-financial service professionals.- As a Senior Team Manager, you will also assist peers, business partners, and the senior leadership team in sharing best practices and in strategic leadership of the organization.You will pursue our mission and values by:
    • Working collaboratively with other CBS managers and leadership across the network to deepen client relationships and drive key business results. Agility is a premium.
    • Developing CBS associates and specialists to help them become world class service professionals. Priority: People leadership that drives performance in a culture of accountability focused on key results.
    • Partnering effectively across site locations. Embracing an ownership mentality is essential.
    • Continually evaluating the operating environment and business model-to identify opportunities for innovation and improve business processes. Service, simplicity, and scale are core operating principles. Embracing -can-if- thinking is vital.
    • Representing Schwab to clients and CS&S/CBS to business partners and vendors.
    • Consistently interacting with professionals to build employee loyalty, knowledge, and skills. What you have
      • Active FINRA Series 7, 63 (or 66) licenses
      • Active FINRA Series 8, or 9 & 10 licenses strongly preferred
      • Thorough knowledge of financial services industry with minimum three years prior industry experience preferred, including service delivery and leadership
      • At least three years-supervisory/management-experience required with demonstrated ability to ability to drive engagement while also delivering performance against key business objectives
      • Demonstrated passion for providing client-centric solutions
      • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
      • Excellent verbal and written communication skills to influence, build consensus, drive accountability, and integrate complex information
      • Proven presentation skills and experience working collaboratively and implementing ideas
      • The successful candidate must be fully committed to serving and balancing the needs of clients, employees, and shareholders. The individual must possess strong conceptual, planning, organizational, and communication skills. The candidate will need to be effective at establishing and obtaining commitment to business goals and motivating the team-to implement strategies to achieve key business results. The ideal candidate will-have proven experience working collaboratively with various groups with potentially disparate objectives. Strong knowledge and demonstrated success with staffing, capacity planning, and traffic management are preferred.-Colorado Compensation Target Total Compensation - $76,200 - $120,600.Your actual pay will be based on your skills and experience -- talk with your recruiter to learn moreWhy work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 or call .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Keller , Sr Manager-Broker Service Rep, Executive , Keller, Texas

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