Your Opportunity at Schwab: Challenge the Status Quo and Transform the Finance Industry
At Schwab, we believe in the power of individual empowerment. We offer an environment where innovative thinking and creative problem-solving are not only welcomed, but encouraged, as we work together to challenge the status quo and transform the finance industry. We invite you to make an impact on your career, and in turn, our industry.
Join Us as a Client Banking Services Professional
As a Client Banking Services Professional, you are at the forefront of the client experience. You will be the first point of contact for our Charles Schwab Bank clients, handling 40-60 inbound calls daily, providing subject matter expertise on a range of banking products and services. This includes deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.
This is a phone-based role that requires the use of multiple computer applications and dual monitors. You will be working a set shift, which may include weekend or evening hours. Flexibility and multitasking abilities are essential. Furthermore, you will be expected to work in the office up to 75% – 100% of the time, as required.
What You Need to Succeed
Required Qualifications
- A minimum of 1 year of work experience, including volunteer experience, internships, or other roles in an office environment.
- Demonstrated experience in using multiple computing applications simultaneously.
- The willingness to work a set shift which may include weekend or evening hours.
- The ability to work in the office up to 75% – 100% of the time, as required.
Preferred Qualifications
- Active listening skills and the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.
- A dedication to resolving complex client inquiries through technology and by working closely with business partners within Schwab.
- The ability to establish rapport with clients over the phone to create long term relationships with Schwab.
- A desire to be part of a supportive and collaborative team.
- High attention to detail to adhere to extensive bank policies, procedures, and guidelines.
- A drive to learn from a dedicated team manager focused on helping you reach clear performance objectives.
What’s in It for You
At Schwab, we are committed to championing your growth through meaningful work, continuous learning, and a culture of trust and collaboration. 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 a 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
Shape your future with Schwab, where your growth is supported and your hard work is rewarded. We provide the resources, opportunities, and benefits you need to forge the path you envision. To learn more about this exciting opportunity, click Here.
