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Charles Schwab · 20 hours ago

Senior Specialist, Regional Trust Associate

United States

Full-time

Remote

Senior Level

5+ years exp

Charles Schwab is a financial services company that empowers its employees to make a significant impact on their careers. The Regional Trust Associate plays a crucial role in the Banking & Trust Services National Sales Team, working closely with internal teams and clients to manage trust inquiries and support business development initiatives.

Financial Services

No H1B

Responsibilities

Effectively communicate and follow-up with partners, advisors, attorneys and clients

Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community

Highly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilities

Ability to handle large volume of inbound leads or inquiries in an efficient manner

Energetic and highly motivated self-starter with problem-solving mindset

Collaborative team player with contagiously positive, outgoing, can-do attitude

Creating data to support Trust teammates in developing new business

Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RTC is unavailable

Proactively supporting Regional Trust Consultants (RTCs) in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up

Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials

Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RTCs

Ability to provide cursory reviews of trust documents

Demonstrate excellent communication & partnership skills within various partnerships

Delivering an exceptional experience through meeting all service level agreements

Ability to adapt quickly to support teammates and clients

Demonstrating excellent priority management skills in real-time

Qualification

Trust industry experienceRelationship managementClient-facing experienceAnalytical skillsCRM proficiencyPresentation skillsProblem-solving mindsetTime managementAdaptabilityCommunication skills

Required

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship

Minimum five years experience in the trust industry

Basic knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a plus

3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activities

Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offerings

Aptitude to quickly build knowledge base around Banking and Trust Services offerings

Excellent 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 customer focus, including ability to think in terms of client experience/perspective

Effective presentation and public speaking skills

Self-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedback

Proven confidence with technology and the ability to understand & teach new systems/applications with ease

Proactive daily self-development

Outstanding time management and organizational skills

Strong adaptability to change