Hybrid Banking Client Advisor

Charles Schwab; Phoenix (AZ); Hybride; USD 36 000 - 54 000; Plein temps

Avantages offerts par ce poste

401(k) with match

Employee stock purchase plan

Vacation/sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Customer service

Empathy

Active listening

Communication

Problem-solving

Growth mindset

Attention to detail

Formation

Bachelor’s degree or higher

Description du poste

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.