Part Time Banking Operations Associate

About the role

The Schwab Bank Platform Team creates a collaborative connection between Business and Technology to identify, define, prioritize, and deliver high-value Core Banking business capabilities and competitive bank features while optimizing for operational efficiency and scale. This role focuses on check operations, including check deposits and disbursements, with a commitment to delivering efficient solutions that maximize trust while minimizing risk.

As a Banking Operations Associate in Check Operations, you will promote client loyalty by providing high-quality support to internal and external customers, handling transactions that require attention to detail and priority management. You will serve as a primary contact for branch partners, clients, and internal teams, delivering "best-in-class" service while managing and evaluating risk.

Responsibilities

• Assess and resolve client issues related to check transactions, helping clients "Own their Tomorrow" by navigating money movement solutions and services at Schwab.
• Problem-solve and conduct research or special requests using internal processing systems, phone, and email.
• Identify situations requiring escalation and act quickly in high-risk environments.
• Perform detailed work and communicate findings clearly and effectively.
• Collaborate in a fast-paced environment with team members and internal partners.
• Proactively educate clients and internal partners on processes and services.
• Support business initiatives by developing strong partnerships and producing innovative solutions.
• Work cooperatively in a diverse environment to achieve shared goals.

Requirements

• 2+ years of experience in client service or operations, with brokerage/financial industry experience preferred.
• Associate’s degree or equivalent work experience preferred.
• Ability to quickly learn new technology and use multiple systems (Windows, databases, email, internet research) simultaneously.
• Self-driven with the ability to work in a high-volume environment.
• Excellent operational, follow-up, and communication skills (verbal and written).
• Demonstrated ability to be self-directed and develop a full understanding of the business.
• Knowledge of regulatory, audit, and compliance policies related to the financial industry (to be obtained).
• Positive attitude, team orientation, professionalism, and strong work ethic.
• Attention to detail and accuracy due to the risk inherent in assigned responsibilities.

Behaviors

• Results Orientation: Focus on desired outcomes, set challenging goals, and meet or exceed them.
• Adaptability: Function effectively under pressure and maintain self-control in challenging situations.
• Customer Orientation: Proactively anticipate client needs, take ownership of resolutions, and deliver a consistent, superior client experience.

Schedule

This is a part-time position up to 19 hours per week on Mondays, Tuesdays, and Fridays.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time off for vacation, volunteering, and a 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.