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Senior Banker: HNW Lending & Wealth Solutions
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-27
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Charles Schwab seeks a Senior Banker to partner with Schwab Wealth Advisory and its clients, delivering banking and credit solutions such as mortgages, HELOCs, and securities-based lending. You’ll collaborate with the Bank Sales, Credit, Operations, Trust and Deposit teams to tailor recommendations that meet client needs.
You will coordinate with clients’ accountants and attorneys as needed, manage loan inquiries and process coordination, and act as a primary contact for underwriting questions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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