Exciting Career Opportunity at Schwab: Client Banking Services Professional
Are you seeking a career where you can exercise your innovative thought and creative problem-solving skills while working in a supportive and collaborative environment? Charles Schwab Bank is offering an exceptional opportunity to individuals who are ready to challenge the status quo and transform the finance industry.
Position Overview
The position available is that of a Client Banking Services Professional. In this role, you will be at the vanguard of the client experience, providing exceptional customer service to Charles Schwab Bank clients. As a significant point of contact, you will be responsible for handling 40-60 inbound calls every day, offering subject matter expertise on a variety of 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 which will require the use of multiple computer applications and dual monitors.
Start Date
The position is set to commence on February 9, 2026.
Qualifications
Required Qualifications
- Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
- Ability to work a set shift which may include weekend or evening hours.
- Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously.
- 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 to identify efficient and effective methods to meet client goals.
- Ability to establish rapport with clients over the phone to create 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 by providing leadership support and on-the-job learning.
Benefits
Schwab is dedicated to empowering you to shape your future by providing meaningful work, continuous learning, and a culture of trust and collaboration. The company believes in the balance between workplace flexibility, serving clients, and the value of in-person interaction.
They offer a competitive package that takes care of the whole you – both today and in the future. This includes:
- 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
If you’re looking for a career where you can make an impact, this is your opportunity to join a reputable financial institution that values experience, expertise, authoritativeness, and trustworthiness. For more information, click Here.
