The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act as the Bank’s subject matter authority. The RBM is tasked with driving a deeper understanding of our products and services among Financial Consultants (FCs) in the retail branches as well as with Registered Investment Advisors (RIAs) who use Schwab to custody their clients’ assets.
Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.
What you have 5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activitiesShown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offeringsIn depth financial background in both home lending and asset-based lending with focus on high net worth clientsDeep 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 addressedStrong internal and external client focus, including ability to think in terms of client experience/perspectiveHigh confidence level in public speaking, as well as strong communication skillsAbility to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsiveBachelor’s degree is a plusActive Series 7 and 63/66 licensing requiredCurrent NMLS is preferred Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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