Job Description

Your Opportunity
The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act as the Banks subject matter expert within the Central Ca region. 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 utilize Schwab to custody their clients assets. This position is based in the Central Ca Region which includes cities stretching across Berkeley, Fremont, Oakland, Pleasanton, Castro Valley, San Jose, Milpitas, Sacramento, Davis, Redding, Roseville, San Ramon, Stockton, Folsom, Modesto, Walnut Creek and is encouraged to travel to grow awareness of our Bank products (deposit, lending and trust services).

What you are good at

* Serve as a primary business development and sales support resource for all Schwab clients and prospects within Central CA helping promote holistic financial planning with an emphasis on liability management
* Deliver internal field communications, host events with branch and firm partners, participate in client events as keynote speakers, and promote new product/program launches
* Have a high frequency of individual FC and RIA meetings to support these groups in assessing, developing, and communicating solutions to clients and prospects
* Assist FCs/RIAs in strategic thought to recommend Bank solutions based on goals and parameters outlined by their clients
* Provide continuous feedback to Bank Product Management and Client Experience regarding new products, services, pricing, and marketing support
* Collaborating with outside vendors to strengthen relationships, while maintaining compliance standards
* Engage in client meetings as needed for sophisticated scenarios and consultations

What you have

* 5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
* Proven ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings
* In depth financial background in both home lending and asset-based lending with focus on high net worth clients
* Deep 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 client focus, including ability to think in terms of client experience/perspective
* High confidence level in public speaking, as well as strong presentation skills
* Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive
* Bachelors degree is a plus
* Active Series 7 and 63/66 licensing required
* Current NMLS is preferred









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Why Schwab?

At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

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The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

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