Customer Service - Bank

Overview

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At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.

This is a phone-based role requiring the use of multiple computer applications and dual monitors.

• Field 40-60 inbound calls per day, delivering subject matter expertise on banking products and services including deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.
• Provide outstanding customer service to Charles Schwab Bank clients.
• Operate in a phone-based environment that uses multiple computer applications and dual monitors.

• Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
• Will be working a set shift that may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
• 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.

• Active listening skills and the ability to engage in open-ended dialogue to understand the client’s financial needs.
• Dedication to resolving a variety of complex client inquiries through technology and collaboration with Schwab partners to meet client goals.
• Ability to establish rapport with clients over the phone to create long-term relationships.
• 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 through leadership support and on-the-job learning.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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
• Health, dental, and vision insurance

• Entry level

• Full-time

• Other

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