Specialist/Associate - Risk & Credit Loss Prevention
Specialist/Associate - Risk & Credit Loss Prevention Charles Schwab 866 reviews - Phoenix, AZ 85002 Description: Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359 James D Hapgood 20180522-3453 We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clients goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of own your tomorrow every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future. Our Opportunity: Risk and Credit Loss Prevention (RCLP) team is responsible for monitoring accounts from a credit perspective in an effort to protect or mitigate the firm against risk. This team is comprised of experts in reviewing high risk deposits and client activity for Schwab Bank. We are also responsible for closing accounts with credit issues, fraud, or excessive deposit and S1 check returns. What youll do: As a member of the Risk and Credit Loss Prevention team, you will work in a dynamic team environment in which you are expected to effectively prioritize your work on an ongoing basis. In this role, you will be in constant contact with our internal and external clients to review time sensitive high risk client transactions as well as provide an exceptional client experience. This position can be filled at either an Associate or a Specialist level Associate and Specialist responsibilities: * Protecting Schwab from various forms of risk and fraud by reviewing transactions on both Retail and bank accounts * Initiating contact with retail investor, AS service team and other financial institutions * Interacting with other team members to assist in attaining individual, team and department objectives * Managing multiple tasks effectively by balancing productivity with excellent service quality Additional Specialist responsibilities: * Work with new and other team members and peers to provide support, mentoring and guidance * Work toward obtaining FINRA Series 7 & 63 licenses What you have: All Team Members: * Preferred- Fraud experience, including knowledge of consumer credit report review, payment fraud prevention techniques and e-commerce procedures are preferred * Excellent analytical, problem solving and time management skills * Excellent interpersonal skills and the ability to communicate in a clear, well - organized manner * Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics * Takes initiative to perform day to day tasks with limited guidance or direct supervision * Strong technical skills, including knowledge of Windows Excel, internet searching, database systems and email * Comfortable with direct client interaction with both internal and external clients Specialist: * 3+ years of experience preferably in the financial services industry, in an operational or client service role * Preferred Series 7 and 63 You demonstrate these behaviors: * Analytical Thinking (Disciplined) Approaching a problem by using a logical, systematic, sequential approach * Results Orientation (Disciplined and Delivers Results) Focusing on the desired end result of ones own or ones units work * Adaptability (Emotionally Mature) The ability to keep functioning effectively when under pressure * Fostering Teamwork (Collaborative) The ability and desire to work cooperatively with other on a team * Forward Thinking (Curious) Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies What youll get: * Comprehensive Compensation and Benefits package * Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts * Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program * Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions * Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships * Not just a job, but a career, with an opportunity to do the best work of your life Learn more about Life@Schwab. Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. Job Specifications Relocation Offered?: No Work Schedule: Days Languages: English - spoken Current Licenses / Certifications: None Relevant Work Experience: Financial Services-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs Position Located In: AZ - Phoenix Education: HS/GED Job Type: Full Time Category:Brokerage Operations & Trading Activation Date: Wednesday, June 20, 2018 Expiration Date: Saturday, July 14, 2018 Apply Here 5 hours ago