Client Service Professional

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Job ID:
0716-35166
Job Category:
Banking
Relevant Work Experience:
Business Development and Sales-less than 2 yrs, Business Development and Sales-6+ yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Financial Services-6+ yrs, Campus Programs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
None
Position Located In:
AZ - Phoenix
Education:
BA/BS
Job Type:
Full Time

Our Opportunity:

Looking for a career with purpose? Client Service & Support (CS&S) is a team of financial service professionals who provide clients with guidance and solutions using advanced technology to deliver best-in-class service. Our Client Service Professionals are at the forefront of the client experience; delivering outstanding service to the clients of Charles Schwab Bank.

“I believe our clients recognize Schwab for the high level of service we provide, and our employees recognize Schwab for the meaningful careers they can create here.” - Brian McDonald, Senior Vice President, Client Service & Support

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. In this role, you will serve as an expert on banking products and services as well as provide technical assistance and problem resolution to clients. This position requires the flexibility to troubleshoot issues and research solutions while simultaneously providing help and guidance with financial transactions, building loyalty and deepening relationships with clients, one interaction at a time.

Our employees on what it’s like to work at Schwab: https://youtu.be/mxQ5p7PQyFQ

What you’ll do:

Your career will begin as a Client Service Professional building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will:

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL) to better understand the fascinating world of financial services and the unique position Schwab has in the industry
  • Perform in a fast-paced, inbound service center environment while delivering outstanding service to our clients, providing a “one call resolution”
  • Practice active listening and open ended dialogue to gain a thorough understanding of the client’s financial needs
  • Be a collaborative member on a small team of 10 – 15 professionals dedicated to resolving a variety of complex client inquiries including, but not limited to, navigating our products and services, deposit accounts, online bill pay, Moneylink, mobile banking and debit cards.
  • Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals
  • Demonstrate passion, energy, empathy and problem solving skills while delivering unparalleled value and outstanding service to our clients via inbound calls, taking approximately 50 – 70 inbound calls per day

Interested in this position but have some questions? Join us for Schwab Talks Talent hosted by our Service & Support team on the 2nd Thursday of the month. Click here to register for our next virtual event; we look forward to meeting you!

What you have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit
  • 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
  • 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
  • Bachelor’s degree highly preferred

Where you’ll be:

The greater Phoenix area's sunny climate, vibrant lifestyle and prospering business community attract thousands of visitors, new residents and entrepreneurs annually. The nation’s sixth-largest city, Phoenix continues to grow and remains a desirable destination for travelers and dreamers alike. More than four million people call the Valley of the Sun home, and enjoy its 300 annual days of sunshine, while another 13 million visit Phoenix each year for its outstanding weather, beautiful landscapes and southwestern hospitality. Residents enjoy relaxed living and numerous outlets for recreation and entertainment, including some 200 golf courses, pro and college sports teams, concert venues and museums.

Schwab is continuously growing in the Phoenix market and has been voted a “Top Workplace”. Schwab is located at 2423 East Lincoln Drive, Phoenix, AZ 85016

What you’ll get:

Sabbatical Program, Employee Wellness Program, Volunteer Time, Tuition Reimbursement, Employee Resource Groups and --- the opportunity to do the best work of your life! 

  • Financial Fitness: 401k Match, Employee Discounts, Personalized Advice, Brokerage Discounts
  • Culture of employee development and promoting from within
  • The ability to earn an annual bonus based on company results and personal performance
  • Learn more about Life@Schwab
  • See Charles Schwab Benefits for more details
  • Hear from our employees on what it’s like to work at Schwab

 

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law. 


Job Specifications
Relocation Offered?: No
Work Schedule: Weekends, Any Shift, Evenings, Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Business Development and Sales-less than 2 yrs, Business Development and Sales-6+ yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Financial Services-6+ yrs, Campus Programs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Position Located In: AZ - Phoenix
Education: BA/BS
Job Type: Full Time

Category:Banking
Activation Date: Sunday, July 30, 2017
Expiration Date: Monday, January 1, 2018
Apply Here
Apply Now    
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.