Customer Service - Bank - Charles Schwab

Overview

Position Type:
Regular

Be at Schwab where innovative thought meets creative problem solving, helping transform the finance industry and challenge the status quo.

• As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to Charles Schwab Bank clients calling for assistance.
• Field 40-60 inbound calls every day, providing subject matter expertise on banking products and services including deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.
• This is a phone-based role requiring the use of multiple computer applications and dual monitors.

• Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
• You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
• Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously.
• Ability to work in the office up to 75% - 100% of the time.

• Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.
• Dedication to resolving a variety of complex client inquiries through technology and by collaborating with Schwab partners to meet client goals.
• Ability to establish rapport with clients over the phone to create long-term relationships with Schwab.
• Desire to be part of a supportive and collaborative team.
• High attention to detail to adhere to extensive bank policies, procedures, and guidelines.
• Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives through leadership support and on-the-job learning.

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 approach balances workplace flexibility, serving our clients, and 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
• Tution reimbursement
• Health, dental, and vision insurance