Client Banking Service Specialist

Charles Schwab Corporation

Lone Tree (CO)

On-site

USD 42,000 - 63,000

Full time

3 days ago

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Job summary

Charles Schwab Corporation is seeking a Client Banking Service Professional to serve as the trusted voice for Schwab Bank clients. You will handle 40–60 inbound calls daily, educate clients on deposits, online banking, bill pay, transfers, mobile banking and debit cards, and provide thoughtful, clear solutions with empathy.

You’ll identify client needs and guide decisions, delivering personalized support with a consultative approach.

Qualifications

At least 1 year of experience in a role related to office tasks or customer service.
Fixed schedule that may include evenings or weekends; shift details provided by Talent Advisor.
On-site presence required for 75%–100% of scheduled hours.
Passion for helping clients and delivering positive experiences.
Ability to convey information clearly and build trust.
Openness to feedback and a growth mindset.
Problem-solving with confidence and clarity.
Understanding and responding to client needs with empathy.
Accuracy and thoroughness in every interaction.

Responsibilities

Answer inbound calls and deliver personalized support to Charles Schwab Bank clients.
Educate clients on deposit accounts, online account management, bill pay, money movement, mobile banking and debit cards.
Identify client needs and help them make informed financial decisions.
Provide world-class solutions with clear, empathetic communication.