Customer Service - Bank

Charles Schwab; Phoenix (AZ); Hybrid; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) with match

Employee stock purchase plan

Vacation/sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Phoenix seeks a Client Banking Service Professional to be the trusted voice for Schwab Bank clients, handling inbound calls and delivering personalized support.

You will educate clients on deposits, online banking, bill pay, money movement, mobile banking, and debit cards, while maintaining a consultative, empathetic approach. The role involves 40–60 daily calls and requires on-site presence 75%–100% of scheduled hours in a hybrid work environment.

Qualifications

• At least 1 year of experience in office-based roles.
• Fixed schedule that may include evenings or weekends.
• 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.

Responsibilities

• Handle 40–60 inbound calls daily, delivering personalized banking support.
• Educate clients on deposits, online account management, bill pay, money movement, mobile banking, and debit cards.
• Leverage multiple systems to provide world-class banking solutions.
• Identify client needs and offer consultative recommendations.

Skills

Customer service

Empathy

Active listening

Communication

Problem-solving

Growth mindset

Attention to detail

Education

Bachelor’s degree or higher

Job description

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