Client Banking Services Pro - Hybrid Role

Austin Community College; Texas; Hybrid; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Paid parental leave

Job summary

A leading financial institution located in Wisconsin is searching for a Client Banking Services Professional who will provide exceptional service to clients calling for assistance. The role involves managing 40-60 inbound calls daily and addressing a range of inquiries about banking products. Candidates should have at least one year of relevant experience. The position offers a hybrid work model and a competitive benefits package, including a 401(k) plan and paid parental leave.

Qualifications

• Minimum of 1 year of experience in an office environment.
• Ability to work in the office 75% - 100% of the time.
• Strong communication skills and ability to resolve client inquiries.

Responsibilities

• Provide outstanding customer service to clients.
• Field 40-60 inbound calls daily regarding banking products.
• Engage in open-ended dialogue to understand client needs.

Skills

Multi-tasking

Active listening

Attention to detail

Client relationship management

Job description

You are viewing a preview of this job. Log in or register to view more details about this job.

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.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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:

• 401(k) with company match and Employee stock purchase plan
• 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