Impactful Client Banking Support Specialist (On-site)

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 25,000 - 34,000; Full time

Job summary

Charles Schwab Corporation is seeking a Client Banking Service Professional in Phoenix to serve as the trusted voice for Schwab Bank clients. You will answer inbound calls, educate clients on banking products, and deliver personalized solutions with clear, empathetic communication.

In this consultative role, you will manage 40–60 inbound calls daily, leveraging expertise in deposits, online account management, bill pay, transfers, mobile banking, and debit cards to help clients make informed

Qualifications

• 1 year of experience in office-based roles, including volunteer work, internships, or other 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.
• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

Responsibilities

• 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.

Job description

Charles Schwab Corporation is seeking a Client Banking Service Professional in Phoenix to serve as the trusted voice for Schwab Bank clients. You will answer inbound calls, educate clients on banking products, and deliver personalized solutions with clear, empathetic communication.

In this consultative role, you will manage 40–60 inbound calls daily, leveraging expertise in deposits, online account management, bill pay, transfers, mobile banking, and debit cards to help clients make informed