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Charles Schwab · 4 hours ago

Regional Banking Manager

Bethesda, MD

Full-time

Hybrid

Senior Level

5+ years exp

Charles Schwab is a leading financial services firm that empowers individuals to make an impact on their careers. They are seeking a Regional Banking Manager who will serve as a subject matter authority, driving a deeper understanding of products and services among Financial Consultants and Registered Investment Advisors. The role involves relationship management, influencing sales, and maintaining a strong client focus while working remotely.

Financial Services

No H1B

Qualification

Series 7 licensingSeries 63/66 licensingRelationship managementFinancial backgroundAnalytical skillsPublic speakingNMLS certificationCommunication skillsClient focusOrganizational skills

Required

Active Series 7 and 63/66 licensing required

5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities

Shown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings

In depth financial background in both home lending and asset-based lending with focus on high net worth clients

Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed

Strong internal and external client focus, including ability to think in terms of client experience/perspective

High confidence level in public speaking, as well as strong communication skills

Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive

Bachelor's degree is a plus