Charles Schwab · 22 hours ago
Move Money Solutions, Specialist
US-TX-El Paso
Full-time
Onsite
Entry, Mid Level
$25.96/hr - $30.77/hr
2+ years expCharles Schwab is a leading financial services firm that empowers its employees to make an impact in the finance industry. The Bank Operations Move Money Solutions Hotline Specialist will provide high-quality support to clients regarding the movement of funds, manage risk, and promote client loyalty through effective communication and problem-solving.
Financial Services
Responsibilities
Effectively managing and evaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, and domestic and international currency wires
Responding to questions on a wide array of technical and operational subjects
Actively listening, assessing client needs, researching information, and providing clients with innovative solutions
Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system
Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment
Communicating effectively and delivering work that is detailed and clear
Working collaboratively and efficiently with others in a fast-paced environment
Proactively educating clients and internal partners on our products and services
Supporting business initiatives by developing strong partnerships
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment
Demonstrating leadership and the ability to be a role model and mentor your peers
Qualification
Required
Proactively educating clients and internal partners on our products and services
Supporting business initiatives by developing strong partnerships
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment
Demonstrating leadership and the ability to be a role model and mentor to your peers
Strong interpersonal, verbal, and written communication skills
Excellent operational and follow-up skills with the ability to manage complex work
Demonstrated ability to be self-directed, and quickly develop a full understanding of our business
Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry
Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic
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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