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. 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 locations.
Charles Schwab Trust Bank (CSTB) provides trust, custody, trading, and technical services to retirement plan sponsors, advisors, and their agents. Cash Operation’s goal is to meet the needs of CSTB by providing superior client service as it relates to the processing of incoming and outgoing cash activity and all associated regulatory reporting. The Cash Management Team is responsible for processing contributions, sending wires, reviewing ACHs, and daily communication with various departments. Additionally, a major objective is to process significant cash activity for CSTB while maintaining proper controls to mitigate risk to the firm.
The Team Lead is the daily workflow coordinator for the Cash Management Team. This position is responsible for understanding all operational processes within the group, performing pertinent reviews and approvals, executing appropriate risk mitigation, and driving efficiency through process improvements.
As a Team Lead, you are expected to contribute to a collaborative, team environment as you coordinate and oversee the completion of all daily cash functions within carefully defined procedures. Additionally, you will be leading and participating in projects of varying size and scope that serve to advance our systems and processes. This is a very fast paced, detail-oriented, and deadline-driven position. ASPPA credentials preferred, but not required.
Team Lead responsibilities include:
Leading the team to successfully meet and exceed SLA’s each day and providing oversight of the team’s daily deliverablesMonitoring, prioritizing and assigning tasks from within the functional mailbox workflow systemFostering a positive and cohesive work environment that promotes employee engagementTaking initiative to research and respond to higher-level, more complex inquiries from Client Services and other business unitsHaving flexibility with regards to impromptu changes in prioritiesBeing a knowledge resource for the team as well as various internal business partnersPerforming supervisory level reviews/approvals Designing, implementing and maintaining quality control as well as initiating process improvements What you haveThe following attributes are keys to success in this role:
High level of attention to detail and ability to work under pressure is required as errors and omissions can have a significant financial riskThirst for growth and continual learning and development, entrepreneurial spiritStrong critical thinking and excellent problem-solving skillsAbility to prioritize, coordinate multiple processes, and meet competing deadlinesAbility to communicate professionally and clearlyAbility to work and learn in a high volume, fast paced, team oriented environmentIntermediate to advanced knowledge of Microsoft applications including but not limited to Excel, Outlook, Access and Word
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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.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
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