Customer Service - Bank

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.

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.

What you have

Required Qualifications
• Minimum of 1 year of work experience, which may include volunteer experience, internships,
or other roles in an office environment.
• You will be working a set shift which 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.

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.

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