Your Opportunity at Schwab
Are you seeking an opportunity to make an impact on your career? At Schwab, we value innovation and creative problem solving, as we continuously “challenge the status quo” and seek to transform the finance industry. We believe that every employee has a role to play in this change and we empower you to make a difference. Starting from January 5, 2026, we invite you to join us as a Client Banking Services Professional.
Role of a Client Banking Services Professional
As a Client Banking Services Professional, you will be at the forefront of the client experience. Your role involves delivering outstanding customer service to Charles Schwab Bank clients who call in for assistance. On a typical day, you can expect to field 40-60 inbound calls.
Your subject matter expertise will be required on a variety of 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, hence you should be comfortable using multiple computer applications and working with dual monitors.
What You Should Have
Required Qualifications
- A minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
- You will be required to work a set shift which may include weekend or evening hours.
- Ability to multitask and demonstrated experience in using multiple computing applications simultaneously.
- 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.
- Dedication to resolving a variety of complex client inquiries through technology and by working closely with Schwab’s business partners.
- 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.
What’s in it for You
At Schwab, we believe in empowering you to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration. Through our balanced approach to workplace flexibility, serving our clients, and our strong belief in the value of being together in person, we offer an environment that nurtures your growth.
Moreover, we offer a competitive 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.
If you believe you meet these qualifications and are interested in this opportunity, we invite you to apply and become part of our team.
Find out more about the role here.
