Customer Service - Bank
Your Opportunity
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.Youdon’tneed afinancebackground. What sets you apart is your commitment to serving others and your eagerness to learn and grow.
As a Client Banking Service Professional,you’llbe the trusted voice for Charles Schwab Bank clients, answering inbound calls and delivering personalized support. Through active listening and ownership,you’lleducate and empower clients on our banking products and services, creating exceptional experiences with clear, empathetic communication and thoughtful solutions.
In this role,you’lltake a consultative approach to help clientsidentifytheir needs and make informed decisions. Each day,you’llmanage 40–60 inbound calls, using yourexpertisein deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards. Leveraging multiple systems and resources,you’llprovide world-class solutions that give clients confidence to move forward.
What you have
We believe great service starts with the right mindset and skills. Successful candidatesare required tohave
- 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 presencerequired for75%–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:
- Previouscustomer 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
What you are good at
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
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.