Join Charles Schwab as a Client Banking Services Professional, where you'll provide exceptional customer service to our banking clients. You'll handle numerous inbound calls daily, assisting clients with various banking products while working in a dynamic, supportive environment.
Key Responsibilities
Deliver outstanding customer service to bank clients
Field 40-60 inbound calls daily
Provide expertise on banking products and services
Use multiple computer applications and dual monitors
Required Qualifications
Minimum of 1 year of work experience in an office environment
Ability to multi-task using multiple computing applications
Willingness to work set shifts including weekends or evenings
Ability to work in the office 75% - 100% of the time
Preferred Qualifications
Active listening skills
Dedication to resolving complex client inquiries
Ability to establish rapport with clients
Desire to be part of a collaborative team
High attention to detail
Drive to learn and achieve performance objectives
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance