Customer Service - Bank

Charles Schwab Inc. • Lone Tree, CO

4d • Onsite

About The Position

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. You don’t need a finance background. What sets you apart is your commitment to serving others and your eagerness to learn and grow. 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. Leveraging multiple systems and resources, you’ll provide world-class solutions that give clients confidence to move forward.

Requirements

• At least 1 year of experience (can include 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.
• 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.

Nice To Haves

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

Responsibilities

• Answer inbound calls and deliver personalized support.
• Educate and empower clients on banking products and services.
• Create exceptional experiences with clear, empathetic communication and thoughtful solutions.
• Take a consultative approach to help clients identify their needs and make informed decisions.
• Manage 40-60 inbound calls daily.
• Utilize expertise in deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.
• Leverage multiple systems and resources to provide solutions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level