Your Opportunity at Schwab
Are you searching for an opportunity to make a significant impact on your career? Look no further. Charles Schwab Bank, a pioneer in financial innovation and creative problem solving, is offering an opening, set to start on February 9, 2026. At Schwab, we empower you to challenge the status quo and work with us in transforming the finance industry.
The Role of a Client Banking Services Professional
As a Client Banking Services Professional, you will be at the forefront of our client experience, a key role that requires delivering outstanding customer service to our clients. Your role will primarily be phone-based, handling 40-60 inbound calls every day, providing expertise on a wide range of our banking products and services. These include deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This role will demand the use of multiple computer applications and dual monitors.
What You Bring to the Table
Required Qualifications
For this role, we are looking for professionals with a minimum of 1 year of work experience. This experience could come from volunteer work, internships, or other roles in an office environment. You should also be prepared to work a set shift, which may include weekend or evening hours. Furthermore, the ability to multi-task and experience in using multiple computing applications simultaneously is key. As per the requirements of the job, you may be required to work in the office up to 75% – 100% of the time.
Preferred Qualifications
Professionals who exhibit active listening skills and can engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs are preferred. Dedication to resolving complex client inquiries and the ability to work closely with business partners within Schwab to identify efficient and effective methods to meet client goals are crucial. The ability to establish rapport with clients over the phone to create long term relationships with Schwab is also key. A high attention to detail is required to adhere to extensive bank policies, procedures, and guidelines. Lastly, a strong desire to learn from a dedicated team manager and to be part of a supportive and collaborative team is necessary.
What’s in it for You
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—so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
Moreover, we offer a competitive package that takes care of the whole you – both today and in the future. This includes a 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. We also provide paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.
At Schwab, we believe in empowering you to take charge of your career. So why wait? Start your journey with us on February 9, 2026. For more information, click Here.
