Customer Service - Bank

About the role

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.

Responsibilities

• Manage 40–60 inbound calls per day
• Provide world-class solutions for deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards
• Identify and address client needs, making informed decisions
• Use multiple systems and resources to deliver exceptional client experiences

Requirements

• At least 1 year of relevant experience, including volunteer work, internships, or other office-based roles
• Fixed schedule that may include evenings or weekends
• 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
• Absolutely accurate and thorough in every interaction

Qualifications

• Bachelor’s degree or higher preferred

Skills

• Excellent communication skills
• Strong problem-solving abilities
• Empathy and client-centered focus

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Competitive health, dental, and vision insurance

Pay

Competitive salary based on experience and qualifications.

Schedule

Flexible schedule that may include evenings or weekends.