What are the responsibilities and job description for the Customer Service - Bank position at Charles Schwab Inc.?
Your Opportunity
START DATE: July 7, 2025
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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