Service professional

Position Type : Regular

Your Opportunity

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

campus

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What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong 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 :

• 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

Last updated : 2024-02-27