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Client Banking Services Professional
Charles Schwab Phoenix, AZ
$40k-52k (estimate)
Other | Securities 2 Months Ago
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Charles Schwab is Hiring a Client Banking Services Professional Near Phoenix, AZ

Your Opportunity


Are you ready to launch your career in the Financial Services Industry? 

Do you have a passion with providing a superior level of service to others?

Our Client Banking Service Professionals are at the forefront of the client experience; delivering outstanding service to the clients of Charles Schwab Bank. You will serve as the subject matter expert on the following banking products and services; deposit accounts, online account management and bill pay, money movement, mobile banking and debit cards. Also, you will provide technical assistance and problem resolution to clients. You will build trust and inspire confidence through exceptional service, one connection at a time. 

Our investment in you and your career begins with a learning and career development experience designed to support you through various stages of training and skills development. You will begin with a mix of instructor led classroom training and on-the-job learning (OJL) with a focus on client service and banking.

 “Always put the client first. No matter what.” Charles Schwab

Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office, at home, or remote. Want to see how our employees are participating in the Workplace Flexibility Program? Check out #SchwabLife on social!

What you are good at


  • Provide outstanding client service with a “one call resolution” handling approximately 40 – 60 inbound calls per day while demonstrating empathy and problem solving skills
  • Practice active listening and open ended dialogue to gain a thorough understanding of the client’s financial needs
  • Be a collaborative member on a team of 10 – 15 professionals dedicated to educating and resolving a variety of complex client inquiries
  • Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals

What you have


  • Ability to establish rapport with clients over the phone to create long term relationships with Schwab
  • Desire to work in a collaborative, team based culture, building a career
  • Ability to provide a high level of attention to detail in order to adhere to stringent bank policies, procedures and guidelines
  • A minimum of 1 year work experience which may include unpaid work, volunteer experience, internships or other roles
  • Desire for comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning
  • Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives
  • Aspirations for a defined career progression plan outlining multiple advancement opportunities

We offer a competitive pay and bonus package. Starting compensation for this location begins at $47,200 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $57,530 ($52,300 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon performance based pay increases.

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Job Summary

JOB TYPE

Other

INDUSTRY

Securities

SALARY

$40k-52k (estimate)

POST DATE

02/03/2023

EXPIRATION DATE

05/12/2023

WEBSITE

aboutschwab.com

HEADQUARTERS

SAN FRANCISCO, CA

SIZE

15,000 - 50,000

FOUNDED

1986

CEO

WALTER W BETTINGER II

REVENUE

$10B - $50B

INDUSTRY

Securities

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