Charles Schwab · 4 hours ago
Associate, Banking Operations
US-FL-Orlando
Full-time
Onsite
Entry Level
$24.04/hr - $27.40/hr
2+ years expCharles Schwab is an innovative financial services company that empowers employees to make an impact on their careers. The Associate, Banking Operations role involves providing high-quality support to clients regarding money movement, resolving issues, and ensuring effective communication in a fast-paced environment.
Financial Services
Responsibilities
Effectively handling and evaluating risk when reviewing client account money movement requests including but not limited to domestic and international currency wires
Assess and resolve client issues that relate to wires, deposits and transfers by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and services available at Schwab
Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails
Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment
Performing work that is detailed and communicated in a clear, effective manner
Work collaboratively and effectively with others in a fast-paced environment
Qualification
Required
Passion for service and the desire to help people
Engaging communication and interpersonal skills
Ability to quickly learn new technology and use a variety of data and systems in order to proactively identify solutions to meet client needs
Dedicated and demonstrated ability to work in a high volume environment
Intermediate level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry
Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email
Due to nature of risk with responsibilities, attention to detail and accuracy are required
Preferred
2+ years' experience in client service or operations with brokerage/financial industry
Bachelor's degree or equivalent work experience
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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