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Regional Banking Manager

Location San Francisco, California, United States; Sacramento,California,United States;Oakland,California,United States;Berkeley,California,United States;Reno,Nevada,United States;Roseville,California,United States;Santa Rosa,California,United States;Walnut Creek,California,United States; Requisition ID 2022-81898 Category Sales & Relationship Management Position Type Regular
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Your Opportunity

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.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

  • Serve as a primary business development and sales support resource for all Schwab clients and prospects within the territory
  • 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 ongoing feedback to Bank Product Management and Client Experience regarding new products, services, pricing, and marketing support
  • Engage in client meetings as needed for sophisticated scenarios and consultations

Supervisory Responsibility

  • The position of Regional Banking Manager carries out no supervisory responsibilities in accordance with the Bank's policies and aligns with all laws, rules, and regulations applicable to the position.

What you have

  • 5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
  • Shown 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 communication skills
  • Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive
  • Bachelor’s degree is a plus
  • Active Series 7 and 63/66 licensing required
  • Current NMLS is preferred

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. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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