Charles Schwab's Banking Experiences team builds key journeys and moments for millions of clients and/or their advisors who are engaged in their wealth and managing their financial outcomes with brokerage, banking and trust capabilities. We are responsible for defining, delivering, and optimizing the client-facing and advisor-facing digital experiences with the right targeted client experience across multiple channels and business lines.
As an industry leader, we approach problems differently than your traditional financial services firm and aim to improve both how Schwab operates and moving the needle in how the industry serves investors and advisors. We collaborate across user experience, product, client service, operations and technology teams to build products clients love. In this role, you will drive the creation, refinement, and evolution of targeted banking experiences based on client behavior and needs.
We are looking for a product and customer champion to lead the Banking Experiences (Lending/Trust) team and help us craft the future Schwab Digital. We are on a journey to build the future of financial services. Are you obsessed with solving customer needs and passionate about the full end to end client experience? We would love to talk to you about this role!