Client Banking Services Representative
Company: Charles Schwab
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
Workplace Flexibility Program: We're proud to support our employees
in a working approach that allows you to bring your best self to
work - whether that 's in the office or remote.
Most Schwabbies have the opportunity to voluntarily work in the
office or at home based on their preference, through the remainder
When the firm is ready to fully return to the office, employees
will have the flexibility of a hybrid work environment, spending
some time working remote and some time in the office.
Employees and managers can discuss and decide what works best for
them, with additional flexibility available based on their role,
business needs, and individual circumstances.
*Subject to change as Schwab is continually evaluating the current
environment in order to best care for the safety and well-being of
Are you ready to launch your career in the Financial Services
Do you have a passion with providing a superior level of service to
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
What you are good at
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
Resolve client issues by leveraging technology and business experts
within Schwab to identify efficient and effective methods to meet
What you have
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
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
Desire for comprehensive training program that includes a mix of
instructor taught, web-based, and on the job learning
Drive to learn from a dedicated team manager focused on helping you
reach clear performance objectives
Aspirations for a defined career progression plan outlining
multiple advancement opportunities
Why work for us? Own Your Tomorrow embodies everything we do! We
are committed to helping our employees ignite their potential and
achieve their dreams. Our employees get to play a central role in
reinventing a multi-trillion-dollar industry, creating a better,
more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home -today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at firstname.lastname@example.org or call 800-275-1281
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Euless , Client Banking Services Representative, Accounting, Auditing , Euless, Texas
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