Embark on a New Journey with Charles Schwab
Positioned at the forefront of the finance industry, Charles Schwab has a long-established reputation for its innovative approaches and unwavering dedication to challenging the status quo. The company, renowned for promoting an environment of growth and empowerment, is offering an exciting opportunity to join their team as a Client Banking Services Professional. This role, set to start on February 9, 2026, presents you with the opportunity to make an impact and shape your future.
Your Role as a Client Banking Services Professional
In this position, you will be crucial in enriching the client experience, delivering exceptional customer service to Charles Schwab Bank clients who require assistance. As a Client Banking Services Professional, you will field 40-60 inbound calls daily, providing expertise on various 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 which requires proficiency in using multiple computer applications, including dual monitors, simultaneously. It is important to note that this role may include working shift hours, which could entail weekends or evenings.
What Qualifications You Need
Required Qualifications
- At least one year of work experience, which can include volunteer experience, internships, or other roles in an office environment.
- Ability to multi-task and demonstrate proficiency in using multiple computing applications simultaneously.
- Ability to work in the office up to 75% – 100% of the time, as required.
Preferred Qualifications
- Strong active listening skills and the ability to engage in open-ended dialogues to gain a comprehensive understanding of clients’ financial needs.
- A dedicated approach to resolving an array of complex client inquiries, both through technology and by working closely with business partners within Schwab.
- Ability to establish rapport with clients over the phone, fostering long-term relationships with Schwab.
- Desire to be a 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.
What’s in it for you
At Schwab, you are empowered to shape your future, with a distinct focus on promoting growth through meaningful work, continuous learning, and a culture of trust and collaboration. The company balances its commitment to workplace flexibility, serving its clients, and maintaining a strong belief in the value of regular in-person interactions.
The package offered is competitive and aims to take care of the whole you – both today and in the future. Benefits include:
- 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
With a culture that champions growth, learning, and collaboration, Charles Schwab provides an empowering environment for you to shape your future and make a lasting impact. Ready to take up the challenge and join the team? Find more information Here.
