Customer Service - Bank

Charles Schwab Inc. • Phoenix, AZ

2d • Onsite

About The Position

As a Client Banking Service Professional at Charles Schwab Bank, you will answer inbound calls and provide personalized support to bank clients. You will educate and empower clients on banking products and services through active listening, ownership, clear and empathetic communication, and thoughtful solutions. You will take a consultative approach to help clients identify their needs and make informed decisions. The role involves managing 40–60 inbound calls each day and using multiple systems and resources to support clients with deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.

Requirements

• At least 1 year of experience; volunteer work, internships, or other office-based roles may count.
• A passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Confidence and clarity in problem-solving.
• Ability to understand and respond to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Availability for a fixed schedule that may include evenings or weekends.
• On-site presence for 75%–100% of scheduled hours.

Nice To Haves

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

Responsibilities

• Answer inbound calls from Charles Schwab Bank clients and provide personalized support.
• Educate and empower clients regarding banking products and services.
• Use active listening, ownership, clear communication, and thoughtful solutions to deliver positive client experiences.
• Take a consultative approach to identify client needs and help clients make informed decisions.
• Manage 40–60 inbound calls per day.
• Assist clients with deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.
• Use multiple systems and resources to provide solutions to clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed