Customer Service - Bank

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.

We believe great service starts with the right mindset and skills. Successful candidates are required to have  

• At least 1 year of experience, which can include volunteer work, internships, or other office-based roles.  

• Fixed schedule that may include evenings or weekends. Speak with your Talent Advisor for details, including any shift differentials.  

• On-site presence required for 75%–100% of scheduled hours. 

• A 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. 

Preferred qualifications: 

• Previous customer service or client relationship experience. 

• Bachelor’s degree or higher. 

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