Charles Schwab · 4 hours ago
Customer Service - Bank
Charles Schwab is a financial services company that empowers employees to make an impact on their careers. They are seeking a Client Banking Services Professional who will provide outstanding customer service to clients, handling 40-60 inbound calls daily and assisting with various banking products and services.
Financial Services
Responsibilities
Deliver outstanding customer service to Charles Schwab Bank clients calling for assistance
Field 40-60 inbound calls every day, providing subject matter expertise on banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards
Use multiple computer applications and dual monitors during calls
Qualification
Required
Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment
You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials
Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously
Ability to work in the office up to 75% - 100% of the time, as required
Preferred
Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client's financial needs
Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals
Ability to establish rapport with clients over the phone to create long term relationships with Schwab
Desire to be part of a supportive and collaborative team
High attention to detail to adhere to extensive bank policies, procedures, and guidelines
Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning
Company
Charles Schwab
We have plans for every turn you take.
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageRecent News
2025-10-04
Morningstar.com
2025-09-28
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