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Westlake Client Banking Services Professional
Westlake Client Banking Services Professional-June 2024
Westlake
Jun 16, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Westlake Client Banking Services Professional

  Salary: USD $48,400 - $48,400 / Year

  Your Opportunity

  CLASS START DATE: March 4, 2024

  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.

  Schwab was built around a simple idea: put the client first. Many companies say that, but we work hard to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

  As a Client Banking Service Professional, you are at the forefront of the client experience, delivering outstanding service to the clients of Charles Schwab Bank. You will provide subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.

  Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab, we respect and care for all, and you can go as far as your ambition takes you - we're here to empower you to Own Your Tomorrow by providing comprehensive training, mentorship, and development support to help you reach your potential and achieve your dreams. Firm growth means growth for you. In addition to a well-structured career path, you'll also engage in meaningful and impactful work by building trust and inspiring confidence through exceptional service, one connection at a time.

  What you have

  Required Qualifications

  Minimum of 1 year of work experience, which may include unpaid work, volunteer experience, internships, or other rolesAbility to work in the office up to 75% - 100% of the time, as required

  Preferred Qualifications

  Outstanding client service skills with the ability to handle approximately 40 - 60 inbound calls per day while demonstrating empathy and problem-solving skillsActive listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client's financial needsDedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goalsAbility to establish rapport with clients over the phone to create long term relationships with SchwabDesire to be part of a supportive and collaborative teamHigh attention to detail to adhere to extensive bank policies, procedures, and guidelinesDrive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learningProven success navigating multiple computer applications

  #campus

  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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

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