AddressDescription
Position Type: Regular
Your opportunity
At Schwab, you have the chance to shape your career. Here, innovative thinking meets creative problem-solving, helping us challenge conventional practices and revolutionize the finance sector collectively.
Schwab was founded on a straightforward concept: prioritize the client. While many companies claim the same, we strive diligently to place clients at the core of our operations, offering a superior, more contemporary approach to building and managing wealth.
As a Client Banking Service Professional, you play a crucial role in enhancing the client journey by delivering exceptional service to Charles Schwab Bank clients. Your expertise will cover various banking products and services, including deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.
We not only prioritize our clients but also extend this ethos to our employees. At Schwab, we value and support each individual, enabling you to advance as far as your aspirations drive you – we are here to empower you to Seize Your Future by delivering comprehensive training, mentorship, and development assistance to help you realize your potential and fulfill your ambitions. The growth of the organization means opportunities for you. In addition to a well-defined career path, you will engage in purposeful and meaningful work by fostering trust and instilling confidence through exceptional service, one interaction at a time.
What you bring
Required Qualifications
- Minimum of 1 year of professional experience, which can include unpaid roles, volunteer work, internships, or similar positions
- Capability to work in the office between 75% - 100% of the time as necessary
Preferred Qualifications
- Excellent client service capabilities, managing around 40 – 60 inbound calls daily while showcasing empathy and problem-solving proficiency
- Proficient in active listening and engaging in open-ended conversations to grasp the client's financial requirements comprehensively
- Commitment to addressing various complex client concerns through technology and collaboration with Schwab's business partners to identify efficient solutions to meet client objectives
- Ability to establish lasting rapport with clients over the phone to develop enduring relationships with Schwab
- Keenness to be part of a supportive and cooperative team
- Strong attention to detail to comply with extensive bank regulations, protocols, and directives
- Enthusiasm to learn from a dedicated team leader dedicated to assisting you in achieving specific performance targets by providing guidance and experiential learning opportunities
- Proven track record of navigating multiple software applications
What's in store for you
At Schwab, we are dedicated to fostering the personal and professional growth of our staff. Our purpose-led, encouraging culture, along with a focus on your development, ensures you have the resources to make a meaningful impact in the financial realm. Our Hybrid Work and Flexibility strategy balance our continuous commitment to workplace adaptability, serving our clients, and our firm belief in the value of regular in-person interactions.
We present a competitive benefits package that caters to your holistic well-being – both presently and in the future:
- 401(k) with company matching and Employee stock purchase scheme
- Paid time off for vacations, volunteering, and a 28-day sabbatical after every 5 years of service for eligible roles
- Paid parental leave and family-oriented benefits
- Tuition reimbursement
- Comprehensive health, dental, and vision coverage
