Client Banking Service Professional

Charles Schwab   •  

Phoenix, AZ

5 - 7 years

Posted 305 days ago

This job is no longer available.

Job ID:
Job Category:
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:
Position Located In:
AZ - Phoenix
Job Type:
Full Time

Our Opportunity:

We are currently hiring for our Bank to Broker class in June 2018. This is an opportunity to be a subject matter expert in all aspects of Charles Schwab Bank, as well as become FINRA Series 7 and 63 licensed.

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, mobilebanking 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 developmentexperience 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 on-line Client Service Assessment.  This assessment will provide you with greater insight into our company and the CBS role, while providing Schwab more about your competencies, work style and work history
  • 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 1year 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 The Benefits of Working at Schwab for more details
  • Flexible schedule options that include days, nights and weekends
  • Not just a job but a career…Becoming aSchwabbie