590 Customer Service jobs in Mesa

Customer Service Advisor

Phoenix, Arizona USAA

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Job Description

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

It is all about learning and growing.

Our Licensed Insurance Customer Service role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.

Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you’ll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

For new hires starting in May, June or July we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.

We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C personal lines or producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office . This schedule may require working evenings up to 10:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month.

As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security.

What you'll do:

  • Facilitate the member experience by answering phone calls, emails, and other requests from members.
  • Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.
  • Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.
  • Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
  • Maintain required Property & Casualty (P&C) licenses and state registrations.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or GED equivalent
  • Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed
  • 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
  • Ability to prioritize and multi-task, including navigating through multiple business applications

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner.
  • Prior experience in a fast-paced contact center environment.
  • 1+ years of direct sales or upselling/cross selling experience.

Compensation range: The hiring range for this position is: $6,370 - 50,300.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Customer Service Advisor

Phoenix, Arizona USAA

Posted today

Job Viewed

Tap Again To Close

Job Description

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three to six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We have new training classes starting every month.

Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you’ll have the opportunity to work offsite 2 days per week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

Phoenix candidates must successfully prepare for and pass the Property & Casualty (P&C) state licensing exam and obtain license before their hire date. USAA provides all study materials for the licensing prep course and the state license exam fees for up to three attempts.

(For new hires starting in August we are offering a signing bonus of $2,000. Bonuses will be paid in two equal installments of $1,000 after 45 days of employment and after one year of employment.)

Our Insurance Customer Service Sales Representatives in our 1 Norterra Drive, Phoenix, AZ location will work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. Representatives interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security.

USAA offers Phoenix employees who reside in designated service zones, a fully subsidized, reliable, safe, and employee-centric transportation solution. The service zone includes all areas connecting to Tempe: Ahwatukee, Alhambra, Central Phoenix, Chandler, Gilbert, Maricopa, Mesa, Paradise Valley, Queen Creek, Scottsdale. This convenient service will transport employees from a designated park & ride location to the Phoenix Campus.

What you'll do:
  • Facilitate the member experience by answering phone calls, emails, and other requests from members.
  • Apply developing knowledge of personal lines of insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Responsible for the respective trailing documents for all states.
  • Identify, evaluate and understand member needs and consistently provide complete and accurate advice and solutions, including product and service information. Provide detailed issue diagnosis while minimizing transfers and call backs.
  • Use available tools and resources to support members with some assistance.
  • Effectively operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.
  • Maintain required Property & Casualty licenses and state registrations.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
  • High School Diploma or GED equivalent
  • Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products
  • Successfully acquire Property & Casualty license before date of hire and successfully complete state registrations within 90 days of hire
What sets you apart:
  • 1 year of customer contact experience in a needs-based sales environment
  • US military experience through military service or a military spouse/domestic partner
  • Prior experience in a fast-paced contact center environment

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Customer Service - Bank

85204 Mesa, Arizona Charles Schwab

Posted today

Job Viewed

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Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now

Customer Service - Bank

85282 Tempe, Arizona Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now

Customer Service - Bank

85301 Glendale, Arizona Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now

Customer Service - Bank

85244 Chandler, Arizona Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now

Customer Service - Bank

85070 Paradise Valley Village, Arizona Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now
Be The First To Know

About the latest Customer service Jobs in Mesa !

Customer Service - Bank

85261 Scottsdale, Arizona Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now

Customer Service - Bank

85285 Tempe, Arizona Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now

Customer Service - Bank

85250 Scottsdale, Arizona Charles Schwab

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Type: Regular
Your opportunity

START DATE: September 15, 2025

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.

As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing 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. This is a phone-based role requiring the use of multiple computer applications and dual monitors.

What you have
  • Required Qualifications

    • Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
    • You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
    • 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 .

    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 to identify efficient and effective methods to meet client goals.
    • 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.

#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 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

View Now

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Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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