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 and make informed decisions
• Use multiple systems and resources to support clients
• Build trust and ensure positive client experiences

Requirements

• At least 1 year of relevant experience
• Fixed schedule that may include evenings or weekends
• On-site presence required for 75%–100% of scheduled hours

Qualifications

• 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
• Ace accuracy and thoroughness in every interaction

Skills

• Customer service experience
• Banking knowledge
• Communication skills
• Problem-solving abilities

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
• Tuition reimbursement
• Health, dental, and vision insurance

Pay

Competitive salary based on experience and qualifications.

Schedule

Hybrid work and flexible scheduling available.