Maximize your Potential with Charles Schwab: Explore a Career as a Client Banking Services Professional
At Charles Schwab, we believe that every individual has the potential to make an impact. With us, innovative thinking meets creative problem-solving, redefining the traditional boundaries of the finance industry. We encourage our workforce to “challenge the status quo”, helping us to revolutionize the sector together. This ethos applies to all our roles, including the position of a Client Banking Services Professional.
Role of a Client Banking Services Professional at Schwab
As a Client Banking Services Professional, you have the exciting opportunity to be at the forefront of the client experience. Your role involves delivering outstanding customer service to our Charles Schwab Bank clients who call for assistance. On an average day, you will field 40-60 inbound calls, providing subject matter expertise on a wide range of banking products and services. These include 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.
Essential Qualifications for the Role
What do you need to join our team?
- 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, as required.
Desired Skills and Attributes
In addition to the essential qualifications, here are some preferred skills and attributes we are looking for:
- 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 both through technology and by working closely with business partners within Schwab to identify efficient and effective methods 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 by providing leadership support and on-the-job learning.
Why Choose Schwab?
At Schwab, we empower you to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration. We believe in the value of being together in person on a regular basis, while also committing to workplace flexibility and serving our clients.
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
Join us at Schwab, where your potential has no boundaries. Make an impact on your career and transform the finance industry with us. Be a part of our team, and let’s challenge the status quo together. For more details about the role and how to apply, click Here.
