Regular Position Available at Schwab: Client Banking Services Professional
Schwab, a leading financial services company, is inviting driven and dedicated individuals to apply for the position of a Client Banking Services Professional. The firm promotes a culture of innovation, challenging the status quo and transforming the financial industry for a better future. The start date for this role has been set for February 9, 2026, offering potential candidates ample time to prepare.
Role Overview
As a Client Banking Services Professional at Schwab, your role will be at the forefront of the client experience. Your primary responsibility will be to deliver exceptional customer service to Charles Schwab Bank clients calling for assistance. You will handle between 40-60 inbound calls daily, providing expert advice 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 position is phone-based, requiring extensive use of multiple computer applications and dual monitors. Therefore, candidates need to be comfortable with technology and possess excellent communication skills.
Qualifications
For this role, candidates are required to have a minimum of one year of work experience. This may include volunteer work, internships, or other roles in an office environment. The ability to multitask with demonstrated experience in using multiple computing applications simultaneously is crucial. Candidates should also be prepared to work in the office between 75% – 100% of the time, as required.
Preferred Skills
Preferred skills for this position include active listening, open-ended dialogue engagement to gain a thorough understanding of the client’s financial needs, and a dedication to resolving complex client inquiries. Candidates should also be able to establish rapport with clients over the phone, be part of a supportive team, and demonstrate high attention to detail to adhere to extensive bank policies, procedures, and guidelines.
Benefits and Growth Opportunities
Schwab provides a supportive environment, encouraging employees to shape their future. The company champions growth through meaningful work, continuous learning, and a culture of trust and collaboration.
As a valued employee, you will receive a competitive benefits package that takes care of you both now and in the future. This includes a 401(k) with a company match, an Employee Stock Purchase Plan, paid time off for vacation and volunteering, a 28-day sabbatical after every five years of service for eligible positions, paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.
To learn more about this opportunity and to apply, visit here.
