Mid Level Banking Manager Jobs
Mid level banking manager jobs go to professionals ready to own client portfolios, lead branch operations, and drive lending or compliance decisions with limited oversight. Openings run across Banking & Financial Services, Investment & Asset Management, and Accounting & Auditing, with a mix of on-site, remote, and hybrid roles at employers like PNC Financial Services, M&T Bank, and Webster Bank hiring at this level now.
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Showing 5 of 55+ Mid Level Banking Manager jobs
Your opportunity
At Schwab, you’re empowered to make an impact on your career. As a Business Development Manager (BDM) within Banking & Trust Services (BTS) Sales, you play a critical role in driving growth across Schwab’s banking and lending solutions within the Investor Services (IS) channel.
- Partner closely with BDOs to drive pipeline growth and opportunity management
- Own pipeline tracking, reporting, and CRM (Salesforce) updates
- Support lead intake, follow-up, and conversion efforts
- Provide visibility into pipeline health and proactively identify gaps and opportunities
- Serve as a key point of contact for client and partner inquiries
- Deliver lending guidance and product education to advisors, branch partners, and clients
- Reinforce Schwab banking and lending solutions to support client acquisition and expansion
- Ensure a seamless, high-quality client experience
- Support regional sales strategies and prepare for client engagements
- Deliver training, education, and best practices to internal partners
- Drive adoption of digital tools, lending platforms, and sales processes
- Reinforce product positioning across IS channels
- Own pipeline visibility, tracking, and reporting (Salesforce, Tableau)
- Ensure timely follow-up and accountability across stakeholders
- Identify inefficiencies and drive process improvements
- Promote consistency in lead management and workflow execution
- Partner across BTS, Investor Services, and other internal teams to improve workflows
- Act as a subject matter expert for key initiatives
- Contribute to team meetings and continuous improvement efforts
- Influence without direct authority to drive result
- Balance multiple priorities in a fast-paced environment
- Conduct research, resolve escalations, and coordinate cross-functional support
- Maintain strong attention to detail and follow-through
- Ensure adherence to regulatory requirements and firm policies
- Safeguard client data and maintain privacy standards
- Relationship Management & Influence
- Sales Execution & Pipeline Management
- Analytical Thinking & Business Insight
- Client Experience Orientation
- Communication & Presentation Skills
- Execution & Accountability
- Adaptability & Continuous Improvement Mindset
- Technical Proficiency (Salesforce, Tableau)
- Ability to multi-task
What you have
Required Qualifications:
- Bachelor’s degree or equivalent experience
- 3+ years of experience in financial services, banking, or sales support
- Ability to manage multiple priorities
- Experience supporting sales or business development teams
- Familiarity with Salesforce, Tableau, or similar tools
- Knowledge of Schwab banking or lending solutions
- Series 7 and 63/66 (or willingness to obtain)
- Strong partnership with BDOs driving pipeline growth
- High-quality client and partner experience
- Ownership of pipeline visibility and reporting
- Implementation of efficiency-driving process improvements
What’s in it for you
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:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Your opportunity
At Schwab, you’re empowered to make an impact on your career. As a Business Development Manager (BDM) within Banking & Trust Services (BTS) Sales, you play a critical role in driving growth across Schwab’s banking and lending solutions within the Investor Services (IS) channel.
- Partner closely with BDOs to drive pipeline growth and opportunity management
- Own pipeline tracking, reporting, and CRM (Salesforce) updates
- Support lead intake, follow-up, and conversion efforts
- Provide visibility into pipeline health and proactively identify gaps and opportunities
- Serve as a key point of contact for client and partner inquiries
- Deliver lending guidance and product education to advisors, branch partners, and clients
- Reinforce Schwab banking and lending solutions to support client acquisition and expansion
- Ensure a seamless, high-quality client experience
- Support regional sales strategies and prepare for client engagements
- Deliver training, education, and best practices to internal partners
- Drive adoption of digital tools, lending platforms, and sales processes
- Reinforce product positioning across IS channels
- Own pipeline visibility, tracking, and reporting (Salesforce, Tableau)
- Ensure timely follow-up and accountability across stakeholders
- Identify inefficiencies and drive process improvements
- Promote consistency in lead management and workflow execution
- Partner across BTS, Investor Services, and other internal teams to improve workflows
- Act as a subject matter expert for key initiatives
- Contribute to team meetings and continuous improvement efforts
- Influence without direct authority to drive result
- Balance multiple priorities in a fast-paced environment
- Conduct research, resolve escalations, and coordinate cross-functional support
- Maintain strong attention to detail and follow-through
- Ensure adherence to regulatory requirements and firm policies
- Safeguard client data and maintain privacy standards
- Relationship Management & Influence
- Sales Execution & Pipeline Management
- Analytical Thinking & Business Insight
- Client Experience Orientation
- Communication & Presentation Skills
- Execution & Accountability
- Adaptability & Continuous Improvement Mindset
- Technical Proficiency (Salesforce, Tableau)
- Ability to multi-task
What you have
Required Qualifications:
- Bachelor’s degree or equivalent experience
- 3+ years of experience in financial services, banking, or sales support
- Ability to manage multiple priorities
- Experience supporting sales or business development teams
- Familiarity with Salesforce, Tableau, or similar tools
- Knowledge of Schwab banking or lending solutions
- Series 7 and 63/66 (or willingness to obtain)
- Strong partnership with BDOs driving pipeline growth
- High-quality client and partner experience
- Ownership of pipeline visibility and reporting
- Implementation of efficiency-driving process improvements
What’s in it for you
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:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
See All 55 Mid Level Banking Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Banking Manager Job Market
Who's Hiring
- PNC Financial Services15
- M&T Bank5
- Webster Bank4
- KeyBank3
- Citi2
Top Industries Hiring
- Banking & Financial Services47
- Investment & Asset Management5
- Accounting & Auditing2
- Technology & Software2
- Fintech1
Mid Level Banking Manager Jobs: Frequently Asked Questions
How do I get a mid level banking manager job?
Position yourself by emphasizing ownership, not just participation. Highlight portfolios you managed, decisions you made independently, and results you delivered, such as loan growth, customer retention, or compliance improvements. Tailor your resume to show progression in scope and responsibility. Recruiters at this level want candidates who demonstrate they can operate with limited supervision and have already handled complexity.
Which companies hire mid level banking managers?
Companies hiring mid level banking managers right now include PNC Financial Services, M&T Bank, and Webster Bank, based on current listings on Migrate Mate as of August 2026. Hiring at this level comes from a mix of regional banks, national financial institutions, and credit unions that need experienced professionals to manage operations, teams, and client relationships.
Are there remote mid level banking manager jobs?
Yes, though many roles at this level still involve in-person client or team management. About 12% of mid level banking manager openings are remote or hybrid as of August 2026, concentrated in compliance, risk, and back-office functions where physical presence matters less than in branch or relationship-focused positions.
How do I move up to a mid level banking manager role?
Moving into mid level means building a record of deeper specialization and increasing accountability over your first few years. Focus on owning projects rather than just executing tasks, developing expertise in lending, compliance, or operations, and documenting measurable outcomes. Taking on mentorship responsibilities or cross-functional initiatives signals to employers that you are ready for the next tier of ownership and decision-making.
Which industries hire the most mid level banking managers?
Mid Level banking manager roles concentrate in Banking & Financial Services, Investment & Asset Management, and Accounting & Auditing, based on current listings on Migrate Mate as of August 2026. These sectors drive consistent hiring at this level because they require experienced managers to handle regulatory complexity, client volume, and operational scale that entry-level professionals are not yet positioned to manage independently.