Embark on a Career Journey with Schwab: Client Banking Services Professional
At Schwab, we believe in empowering our employees to make a significant impact on their career trajectory. We foster an environment that encourages innovative thinking and creative problem-solving. Our goal is not merely to adapt to the finance industry but to transform it, to challenge the status quo, and set new standards of excellence. A career at Schwab is your opportunity to be part of this groundbreaking journey.
Your Role As A Client Banking Services Professional
As a Client Banking Services Professional, you serve as the first point of contact for our esteemed clients of Charles Schwab Bank, providing exceptional customer service assistance. Your role involves handling 40-60 inbound calls daily, providing expert knowledge on various banking products and services. These include deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. It’s a phone-based role where you’ll be working with multiple computer applications and dual monitors.
Required Qualifications
- Minimum of 1 year of work experience, including volunteer work, internships, or other roles in an office environment.
- Flexible to work in shifts, which might include weekends or evenings.
- Proficient in multitasking and experienced in using multiple computing applications simultaneously.
- Capability to work in the office up to 75% – 100% of the time, as required.
Preferred Qualifications
- Excellent active listening skills to understand the client’s financial needs thoroughly.
- Dedication to resolving complex client inquiries using technology and collaborating with Schwab’s business partners.
- Ability to establish rapport with clients over the phone and nurture 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.
Why Choose Schwab?
At Schwab, we believe in shaping the future of our employees. We encourage continuous learning, offer meaningful work, and foster a culture of trust and collaboration. We strike a balance between offering workplace flexibility and serving our clients, while also understanding the value of regular in-person interaction.
We offer a competitive benefits package that takes care of you today and in the future:
- 401(k) with company match and Employee stock purchase plan.
- Paid time off 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.
A career with Schwab offers you the chance to be part of a transformative journey, both for yourself and the finance industry. If you’re passionate about service excellence and ready to make a significant impact, we’d love to hear from you. Learn more about the role and apply Here.
