Customer Service Representative

3 days ago


Westlake, Ohio, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and motivated Client Banking Services Professional to join our team at Charles Schwab. As a key member of our client-facing team, you will be responsible for delivering exceptional customer service to our clients, providing subject matter expertise on banking products and services, and working closely with business partners to resolve complex client inquiries.

Key Responsibilities
  • Field inbound calls from clients, providing timely and effective solutions to their banking needs
  • Utilize multiple computer applications and dual monitors to efficiently manage client interactions
  • Collaborate with business partners to identify efficient and effective methods to meet client goals
  • Establish rapport with clients to create long-term relationships with Schwab
  • Stay up-to-date on banking products and services, as well as company policies and procedures
What We Offer

At Charles Schwab, we are 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
About Charles Schwab

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 or call.



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