Join the Schwab Team: Client Banking Services Professional
Are you looking for an opportunity to make an impact on your career? Do you enjoy innovative thinking and creative problem-solving? Charles Schwab Bank is looking for a Client Banking Services Professional, and it could be you! As a professional in this role, you will be at the forefront of the client experience, delivering outstanding customer service and transforming the finance industry. The start date for this position is Jan 5, 2026. Here are more details.
Role and Responsibilities
This phone-based role will have you handling 40-60 inbound calls every day from Charles Schwab Bank clients who need assistance. You will be required to provide subject matter expertise on several banking products and services. These include deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. Additionally, you will need to use multiple computer applications and dual monitors.
Required Qualifications
- Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
- Ability to work a set shift which may include weekend or evening hours.
- Proficiency in multi-tasking with demonstrated experience in using multiple computing applications simultaneously.
- Capacity to work in the office up to 75% – 100% of the time, as required.
Preferred Qualifications
- Active listening skills along with 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 both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals.
- 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 by providing leadership support and on-the-job learning.
Benefits & Opportunities
Being a part of the Schwab team means you’re empowered to shape your future. They champion growth through meaningful work, continuous learning, and a culture of trust and collaboration. This allows you to build the skills to make a lasting impact. Schwab’s approach balances their ongoing commitment to workplace flexibility, serving their clients, and their strong belief in the value of being together in person on a regular basis.
Also, the company offers a competitive package that looks after 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
So, are you ready to challenge the status quo and transform the finance industry with Schwab? Apply today!
