Embrace Your Career Growth with Schwab as a Client Banking Services Professional
For those who are passionate about making an impact on their career, Schwab provides a unique opportunity. This well-respected financial institution is a place where innovative thinking meets creative problem-solving, paving the way for a transformative approach to the financial industry. Schwab actively encourages its employees to ‘challenge the status quo’ and bring about a paradigm shift in the world of finance. Here is your chance to be a part of this change.
The Role of a Client Banking Services Professional
As a Client Banking Services Professional, you will be at the forefront of providing outstanding customer service to clients of Charles Schwab Bank. Your primary responsibility will be to field 40-60 inbound calls daily, offering your expertise on various banking products and services. These include deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards. Please note, this is a phone-based role that requires proficiency in using multiple computer applications and dual monitors.
Essential Qualifications
To qualify for this position, you will need a minimum of 1 year of work experience, which may also include volunteer work, internships, or other roles in an office environment. Your shift may include weekend or evening hours. You should be capable of multitasking, with demonstrated experience in using multiple computing applications simultaneously. Additionally, you will need to be able to work in the office 75% – 100% of the time, as required.
Preferred Skills
While there are certain required qualifications, some preferred skills will set you apart. These include active listening skills and the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs. You should also have a dedication to resolving complex client inquiries, both through technology and by working closely with business partners within Schwab. The ability to establish rapport with clients over the phone is a must, as is a high attention to detail to adhere to extensive bank policies, procedures, and guidelines. Lastly, you should have a drive to learn from a dedicated team manager who will provide leadership support and on-the-job learning.
Benefits of Working at Schwab
At Schwab, employees are empowered to shape their own futures. The company champions growth through meaningful work, continuous learning, and a culture of trust and collaboration. This balanced approach combines a commitment to workplace flexibility, serving clients, and the strong belief in the value of in-person interactions.
Additionally, Schwab offers a competitive benefits package that takes care of its employees both today and in the future. These benefits include a 401(k) with company match, an Employee stock purchase plan, paid time for vacation and volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions. The company also provides paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.
Come and be a part of Schwab’s supportive and collaborative environment, where you can make a lasting impact on your career and the finance industry.
