Omaha Client Banking Services Professional

Your Opportunity

START DATE: July 8, 2024

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.

Schwab was built around a simple idea: put the client first. Many companies say that, but we work hard to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

As a Client Banking Service Professional, you are at the forefront of the client experience, delivering outstanding service to the clients of Charles Schwab Bank. You will provide 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.

Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab, we respect and care for all, and you can go as far as your ambition takes you – we’re here to empower you to Own Your Tomorrow by providing comprehensive training, mentorship, and development support to help you reach your potential and achieve your dreams. Firm growth means growth for you. In addition to a well-structured career path, you’ll also engage in meaningful and impactful work by building trust and inspiring confidence through exceptional service, one connection at a time.

What you have

Required Qualifications

• Minimum of 1 year of work experience, which may include unpaid work, volunteer experience, internships, or other roles
• Ability to work in the office up to 75% - 100% of the time, as required

Preferred Qualifications

• Outstanding client service skills with the ability to handle approximately 40 – 60 inbound calls per day while demonstrating empathy and problem-solving skills
• 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
• Proven success navigating multiple computer applications

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