Customer Service - Bank

Charles Schwab; Lone Tree (CO); Hybride; USD 25 000 - 33 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Employee stock purchase plan

Health, dental, and vision insurance

Paid time off and sabbatical after 5+

Résumé du poste

Charles Schwab is seeking a Client Banking Service Professional in Lone Tree, CO, to support Schwab Bank clients via inbound calls. You will educate clients on deposit accounts, online banking, and other services, delivering thoughtful, empathetic solutions with strong communication.

The role emphasizes listening, problem-solving, and a consultative approach to meet client needs while maintaining accuracy and trust in every interaction.

Qualifications

• At least 1 year of experience in an office-based role (including volunteer work or internships).
• Fixed schedule that may include evenings or weekends.
• On-site presence required for 75%–100% of scheduled hours.
• Passion for helping clients and ensuring 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.

Responsabilités

• Handle 40–60 inbound client calls daily.
• Educate clients on banking products and services.
• Provide world-class solutions with clear, empathetic communication.
• Identify client needs and guide informed decisions.
• Navigate multiple systems to assist clients.

Connaissances

Customer service

Active listening

Empathy

Communication

Growth mindset

Formation

Bachelor's degree

Description du poste

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.

Bring your passion for helping people and your drive to make a difference. At Schwab, our service team is at the heart of our commitment to helping clients own their financial futures. We guide clients toward their goals and deliver experiences that truly matter. You don’t need a finance background. What sets you apart is your commitment to serving others and your eagerness to learn and grow.

As a Client Banking Service Professional, you’ll be the trusted voice for Charles Schwab Bank clients, answering inbound calls and delivering personalized support. Through active listening and ownership, you’ll educate and empower clients on our banking products and services, creating exceptional experiences with clear, empathetic communication and thoughtful solutions.

In this role, you’ll take a consultative approach to help clients identify their needs and make informed decisions. Each day, you’ll manage 40–60 inbound calls, using your expertise in deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards. Leveraging multiple systems and resources, you’ll provide world-class solutions that give clients confidence to move forward.

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What you have

We believe great service starts with the right mindset and skills. Successful candidates are required to have

• At least 1 year of experience, which can include volunteer work, internships, or other office-based roles.

• Fixed schedule that may include evenings or weekends. Speak with your Talent Advisor for details, including any shift differentials.

• On-site presence required for 75%–100% of scheduled hours.

• A passion for helping clients and ensuring 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.

Preferred qualifications :

• Previous customer service or client relationship experience.

• Bachelor’s degree or higher.

#Campus

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
• Tuition reimbursement
• Health, dental, and vision insurance