Customer Service – Bank
| Company | Charles Schwab |
|---|---|
| Location | Westlake, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
- Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously.
- Ability to work in the office up to 75% – 100% of the time, as required.
Responsibilities
- Deliver outstanding customer service to Charles Schwab Bank clients calling for assistance.
- Field 40-60 inbound calls every day, providing subject matter expertise on banking products and services such as deposit accounts, online account management, money movement, mobile banking, and debit cards.
Preferred Qualifications
- Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.
- Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab.
- Ability to establish rapport with clients over the phone to create long term relationships with Schwab.
- Desire to be part of a supportive and collaborative team.
- High attention to detail to adhere to extensive bank policies, procedures, and guidelines.
- Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning.