Customer Service - Bank

Charles Schwab • Westlake, TX • 1d ago

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Bring your passion for helping people and your drive to make a difference. At Schwab, our service team is at the heart of our commitment to helping clients own their financial futures. We guide clients toward their goals and deliver experiences that truly matter. You don't need a finance background. What sets you apart is your commitment to serving others and your eagerness to learn and grow.

As a Client Banking Service Professional, 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.

In this role, you'll take a consultative approach to help clients identify their needs and make informed decisions. Each day, you'll manage 40-60 inbound calls, using your expertise in deposit accounts, online account management, bill pay, money movement, mobile banking, and debit cards. Leveraging multiple systems and resources, you'll provide world-class solutions that give clients confidence to move forward **.

What you have**

We believe great service starts with the right mindset and skills. Successful candidates are required to have

At least 1 year of experience, which can include volunteer work, internships, or other office-based roles.

Fixed schedule that may include evenings or weekends. Speak with your Talent Advisor for details, including any shift differentials.

On-site presencerequired for75%-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.

Accuracy and thoroughness in every interaction.

Preferred qualifications:

Previouscustomer service or client relationship experience.

Bachelor's degree or higher.

Campus

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time 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

Health, dental, and vision insurance

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time 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

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 applicantaccessibility@schwab.com or call 800-275-1281.

Go to Apply

Financial Aid Advisor-New Student Enrollment

Lincoln Technical Institute • Grand Prairie, TX • 1d ago

Finance, Accounting & Banking

Lincoln Tech is seeking a Financial Aid Advisor to provide information and assistance to students, campus administrative staff, faculty, and representatives of outside agencies on a variety of financial aid programs. Per...

1d ago

Go to Apply

Accounts Payable Specialist

Robert Half • Westlake, TX • 1d ago

Finance, Accounting & Banking

Description We are looking for an Accounts Payable Specialist to support day-to-day invoice and payment activities for a growing organization in Westlake, Texas. This is a Long-term Contract position suited for someone w...

1d ago

Go to Apply

Senior Accountant I

Vistra • Irving, TX • 1d ago

Finance, Accounting & Banking

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply o...

1d ago

Go to Apply

Rooms Controller

Marriott • Grapevine, TX • 1d ago

Finance, Accounting & Banking

Additional Information Job Number 26092425 Job Category Rooms & Guest Services Operations Location 1501 Gaylord Trl, Grapevine, Texas, United States, 76051 VIEW ON MAP ( https://www.google.com/maps?q=1501%20Gaylord%2...

1d ago

Go to Apply

Senior Lead Finance Analyst - Branch Distribution Strategy and Investment Planning

Wells Fargo • Irving, TX • 2d ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Senior Lead Finance Analyst to provide financial leadership for Branch Distribution Strategy and Transformation initiatives. This role partners with senior business and finance l...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)