Sr Manager-Broker Service Rep
Company: Charles Schwab
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
Client 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
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
What you are good at
As 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
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
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
Target Total Compensation - $76,200 - $120,600.
Your actual pay will be based on your skills and experience -- talk
with your recruiter to learn more
Why 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 further .
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 here 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 firstname.lastname@example.org or call 800-275-1281
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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