Client Banking Services Professional - Indianapolis

Job Detail

Job ID 3471
Career Level Others
Experience 2 Years
Qualifications Degree Bachelor

Job Description

Your Opportunity:

Are you ready to launch your career in the Financial Services Industry?

Do you have a passion with providing a superior level of service to others?

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 Schwab

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 inquiries
Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals

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 career
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

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