Customer Service - Bank

Charles Schwab Inc. • Lone Tree, CO

2d

About The Position

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 banking products and services, creating exceptional experiences with clear, empathetic communication and thoughtful solutions.

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 expertise in deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards. Leveraging multiple systems and resources, you’ll provide solutions that give clients confidence to move forward. A finance background is not required; the role emphasizes service, willingness to learn, and a commitment to helping people.

Requirements

• Commitment to serving others.
• Eagerness to learn and grow.
• Clear and empathetic communication.
• Active listening and ownership in supporting clients.

Responsibilities

• Answer inbound calls from Charles Schwab Bank clients and provide personalized support.
• Educate clients about banking products and services.
• Listen actively, take ownership of client needs, and communicate with empathy and clarity.
• Use a consultative approach to help clients identify their needs and make informed decisions.
• Manage 40–60 inbound calls each day.
• Support clients with deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards.
• Use multiple systems and resources to provide solutions.

What This Job Offers

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