As part of the Bank Finance team, you will play a critical role in supporting loan pricing, profitability analysis, pricing exception reviews, and lending-related business decisions that directly influence the performance of Charles Schwab Bank. This role sits at the intersection of Finance, Treasury, Credit/Risk, Sales, Operations, and Controllers, providing exposure to a broad range of business partners and strategic initiatives.
You’ll help drive pricing decisions across lending products, including Pledged Asset Line (PAL), Mortgage, and HELOC offerings, while serving as a trusted resource for sales and operations teams supporting clients, including high-net-worth households. By analyzing loan pricing requests, evaluating pricing exceptions, supporting loan purchase activities, and delivering reporting and insights to business partners, auditors, compliance teams, and regulators, you will help ensure sound decision-making, operational excellence, and portfolio performance.
Success in this role requires strong analytical thinking, sound judgment, and the ability to balance competing priorities while navigating complex business challenges. You will have the opportunity to influence lending outcomes, strengthen cross-functional partnerships, and provide data-driven recommendations that support business growth, risk management, and client-focused solutions. As you continue to develop your expertise, you'll gain deeper knowledge of lending products, pricing strategies, banking operations, and financial analysis while contributing to meaningful business outcomes that make an impact across the firm.
While this position is primarily aligned to the Dallas/Fort Worth and Southlake, markets, qualified internal candidates may also be considered for other Charles Schwab hub locations based on business need, team alignment, and manager approval.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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401(k) with company match and Employee stock purchase plan
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Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
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Paid parental leave and family building benefits
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Tuition reimbursement
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Health, dental, and vision insurance
