Are you ready to make an impact in the financial sector? If so, your opportunity awaits at Schwab. Starting from January 5, 2026, Schwab is looking for a Client Banking Services Professional who is ready to challenge the status quo and transform the finance industry. This is a regular position type where you will be empowered to shape your future in the finance industry. Here is your chance to showcase innovative thought and creative problem-solving skills.
Your Role as a Client Banking Services Professional
As a Client Banking Services Professional, you will be at the forefront of delivering outstanding customer service to Charles Schwab Bank clients. Your duties will primarily revolve around assisting clients who call for assistance. Your work will involve providing expertise on a diverse range of banking products and services, including deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.
Expect to field 40-60 inbound calls every day. This phone-based role requires the use of multiple computer applications and dual monitors. It’s a fast-paced environment where your ability to multi-task will be central to your success.
What You Need to Qualify
To qualify for this position, there are several qualifications you must meet. The minimum requirement is at least one year of work experience. This can include internships, volunteer experience, or other roles in an office environment. You should be able to work a set shift, which may include weekend or evening hours. Multi-tasking and the ability to use multiple computing applications simultaneously are essential. You should also be prepared to work in the office 75-100% of the time as required.
Preferred Qualifications
Beyond the minimum requirements, Schwab also has a list of preferred qualifications. These include active listening skills, the ability to engage in open-ended dialogue, and a dedication to resolving a variety of complex client inquiries. You should be able to establish rapport with clients over the phone and have a desire to be part of a supportive and collaborative team. Additionally, high attention to detail is required to adhere to extensive bank policies, procedures, and guidelines. You should also have a drive to learn from a dedicated team manager who will help you reach clear performance objectives.
What’s in it for You?
At Schwab, you’re not just an employee, you’re an integral part of a team that champions your growth through meaningful work and continuous learning. The company culture fosters trust, collaboration, and a strong belief in the value of being together in person on a regular basis. But that’s not all, Schwab also offers a competitive package that takes care of the whole you – both today and in the future.
The benefits include a 401(k) with company match and an Employee Stock Purchase Plan. You will also be given paid time for vacation, volunteering, and a 28-day sabbatical after every five years of service. Other benefits include paid parental leave, family building benefits, tuition reimbursement, and comprehensive health, dental, and vision insurance.
Ready to make an impact in your career and the finance industry? Apply today and become a part of the Schwab team.
