Client Banking Service Professional

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Job ID:
0126-38324
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, Banking-less than 2 yrs, Banking-6+ yrs, Banking-2-5 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:
TX - Westlake
Education:
BA/BS
Job Type:
Full Time

Our 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

What you’ll do:

  • 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:

  • Successful completion of our Virtual Job Tryout; a multi-method, whole-person, day-in-the-life assessment experience
  • 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
  • Bachelor’s degree highly preferred

What you’ll get:

  • Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning
  • A dedicated team manager focused on helping you reach clear performance objectives
  • A defined career progression plan outlining multiple advancement opportunities
  • Superior benefits package that includes a Sabbatical Program, Employee Wellness Program, paid Volunteer Time, Employee Resource groups and much more. See Charles Schwab Benefits for more details.
  • Flexible schedule options that include days, nights and weekends
  • Not just a job but a career…Becoming a Schwabbie
  • Learn more about The Schwab Way

 

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.

 

 


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, Banking-less than 2 yrs, Banking-6+ yrs, Banking-2-5 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
Position Located In: TX - Westlake
Education: BA/BS
Job Type: Full Time

Category:Banking
Activation Date: Friday, January 26, 2018
Expiration Date: Sunday, July 1, 2018
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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.