Your Career Opportunity at Schwab
Charles Schwab, a leading company in the financial industry, is offering a unique opportunity for individuals interested in making a significant impact on their career. At Schwab, innovative thoughts meet creative problem-solving approaches to challenge the status quo in the finance industry. The company is currently seeking professionals to fill the role of a Client Banking Services Professional. This position is a regular, full-time opportunity.
The Role of a Client Banking Services Professional
As a Client Banking Services Professional at Schwab, you are at the forefront of the client experience. Your role is primarily phone-based, requiring the use of multiple computer applications and dual monitors. You will be expected to deliver outstanding customer service to Charles Schwab Bank clients who call for assistance.
On a typical day, you will field 40-60 inbound calls, providing subject matter expertise on various banking products and services such as deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.
Position Requirements
Required Qualifications
- Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
- The ability to multi-task with demonstrated experience in using multiple computing applications simultaneously.
- Flexibility to work a set shift which may include weekend or evening hours.
- Ability 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.
- Ability to establish rapport with clients over the phone to create long-term relationships with Schwab.
- 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 of Working at Schwab
At Schwab, you are empowered to shape your future. The company offers an environment that promotes growth through meaningful work, continuous learning, and a culture of trust and collaboration. Schwab values the importance of a healthy work-life balance and offers a competitive package that caters to the holistic wellbeing of its employees.
Some of the key benefits include:
- 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 for continuing education
- Comprehensive health, dental, and vision insurance
To learn more about this opportunity, you can visit the role’s page Here.
