Customer Service - Bank

Position Overview

At Schwab, you are empowered to make an impact on your career. As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to Charles Schwab Bank clients. In this phone‐based role, you will field 40–60 inbound calls daily, providing subject matter expertise on deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards while utilizing multiple computer applications and dual monitors.

Key Responsibilities

• Field 40–60 inbound calls daily and deliver exceptional customer service.
• Provide subject matter expertise on deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.
• Utilize multiple computer applications and dual monitors to effectively manage inquiries.
• Engage with clients to ensure their financial needs are met and resolve inquiries using available resources.

Required Qualifications

• Minimum of 1 year of work experience (including volunteer work, internships, or other office roles).
• Willingness to work a set shift, which may include evenings or weekends (please consult your Talent Advisor for details).
• Demonstrated ability to multi-task using multiple computing applications simultaneously.
• Ability to work in the office 75%–100% of the time, as required.

Preferred Qualifications

• Active listening skills with the ability to engage in open-ended dialogue to understand the client's financial needs.
• Dedication to resolving complex client inquiries through technology and collaboration with business partners within Schwab.
• Ability to establish rapport with clients over the phone to create long-term relationships.
• A strong 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 achieve clear performance objectives.

Benefits & Perks

At Schwab, we offer a competitive compensation package that takes care of the whole you – both today and in the future. Enjoy growth opportunities through meaningful work, continuous learning, and a culture of trust and collaboration.

• 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