Join the Schwab Team as a Client Banking Services Professional
If you are looking for an opportunity to impact your career positively, Charles Schwab is the place to be. At Schwab, inventive ideas meet ingenious problem-solving techniques. We are constantly challenging the status quo, revolutionizing the finance industry.
This is your chance to join us as a Client Banking Services Professional. In this role, you will be at the forefront of delivering exceptional customer service to our Charles Schwab Bank clients.
Job Responsibilities and Expectations
As a Client Banking Services Professional, you will be responsible for addressing the needs of our clients through phone-based interactions. On average, you will handle 40-60 inbound calls every day, providing expertise on various banking products and services. These include deposit accounts, online account management, bill payment, money movement, mobile banking, and debit cards. Your role will require the use of multiple computer applications and dual monitors.
Required Qualifications
If you are interested in this position, here are the qualifications that you need to possess:
- A minimum of 1 year of work experience. This can include volunteer experience, internships, or other roles in an office environment.
- The ability to work a set shift, which may include weekend or evening hours. More details about shift differentials will be provided by your Talent Advisor.
- The ability to multitask, with demonstrated experience in using multiple computing applications simultaneously.
- The capacity to work in the office between 75% – 100% of the time, as required.
Preferred Qualifications
In addition to the required qualifications, here are some preferred qualifications that would be beneficial for the role:
- Active listening skills to understand the client’s financial needs.
- Dedication to resolving a variety of complex client inquiries, working closely with business partners within Schwab.
- The ability to establish rapport with clients over the phone to build long-term relationships.
- A high attention to detail to adhere to extensive bank policies, procedures, and guidelines.
- The drive to learn from a dedicated team manager focused on helping you reach clear performance objectives.
What Schwab Offers
At Schwab, we prioritize your growth through meaningful work, continuous learning, and a culture of trust and collaboration. You are empowered to shape your future with us. 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.
We offer a competitive remuneration package that takes care of 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 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
Apply today and take a step towards a rewarding career with Schwab. Start date for this position is January 5, 2026. Learn more about this opportunity here.
