Your Opportunity at Charles Schwab
Charles Schwab, a leading name in the financial industry, is known for its innovative approach to problem-solving and consistent efforts to challenge the status quo. The organization is dedicated to transforming the finance industry by encouraging its employees to make an impact on their careers. At Schwab, you’re not only empowered to shape your professional journey but are also part of a team that fosters creative thinking and solution-driven approach.Here
The Role of a Client Banking Services Professional
The role of a Client Banking Services Professional at Charles Schwab Bank is both challenging and rewarding. As the face of the organization, you are responsible for offering exceptional customer service to the clients who reach out for assistance. On average, you will be handling 40-60 inbound calls daily, providing expertise on an array of banking products and services. These include deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This role is primarily phone-based and requires the use of multiple computer applications and dual monitors.
Required Qualifications
For this position, a minimum of 1 year of work experience is required. This experience can be garnered from volunteer work, internships, or other roles in an office environment. You should be able to work on a set shift which could include weekends or evening hours. Multi-tasking abilities are crucial in this role, particularly with the use of multiple computing applications simultaneously. The ability to work in the office 75% – 100% of the time is also a requirement.
Preferred Qualifications
Active listening skills and the ability to engage in open-ended dialogues are highly preferred. These skills will help in understanding the client’s financial needs thoroughly. A strong commitment to resolving complex client inquiries, both technologically and by closely collaborating with Schwab business partners, is a plus. The ability to establish rapport with clients over the phone and create long-term relationships with Schwab is a desirable attribute. A high level of attention to detail, to adhere to extensive bank policies, procedures, and guidelines, is also preferred. Lastly, a strong desire to be part of a supportive and collaborative team, and a drive to learn from a dedicated team manager are added advantages.
What’s in it for you
At Schwab, you’re not just an employee, but also a valuable part of the organization’s future. You are encouraged to grow through meaningful work and continuous learning in a culture that promotes trust and collaboration. Schwab believes in balancing workplace flexibility and client service with the value of regular in-person interactions.
The organization offers a comprehensive benefits package that looks after you in the present and future. This includes a 401(k) with company match and an Employee stock purchase plan. You also get paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions. Other benefits include paid parental leave and family building benefits, tuition reimbursement, and health, dental, and vision insurance.
