Pay range: USD $36.06 - $40.87 / Hour
Your opportunity
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.
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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 deliverables
- Monitoring, prioritizing and assigning tasks from within the functional mailbox workflow system
- Fostering a positive and cohesive work environment that promotes employee engagement
- Taking initiative to research and respond to higher-level, more complex inquiries from Client Services and other business units
- Having flexibility with regards to impromptu changes in priorities
- Being a knowledge resource for the team as well as various internal business partners
- Performing supervisory level reviews/approvals
- Designing, implementing and maintaining quality control as well as initiating process improvements
What you have
The 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 risk
- Thirst for growth and continual learning and development, entrepreneurial spirit
- Strong critical thinking and excellent problem-solving skills
- Ability to prioritize, coordinate multiple processes, and meet competing deadlines
- Ability to communicate professionally and clearly
- Ability to work and learn in a high volume, fast paced, team oriented environment
- Intermediate to advanced knowledge of Microsoft applications including but not limited to Excel, Outlook, Access and Word
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What's in it for you
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package 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