494 Store Managers jobs in Mesa
Customer Service Advisor
Posted 1 day ago
Job Viewed
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.
Customer Service Advisor
Posted 1 day ago
Job Viewed
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.
- 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
- 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.
Customer Service Representative
Posted today
Job Viewed
Job Description
JOB SUMMARY
This is a Sales and Marketing position responsible for focusing on account penetration opportunity sales from a local Operating Company (OpCo) facility (with minimal travel), performing sales activities for the purpose of achieving sales and profit objectives assigned, ensuring the highest level of customer satisfaction through customer service activities, and overseeing collection activities.
RESPONSIBILITIES
- Perform sales activities for the assigned customer base and provide customer support from local OpCo facility.
- Conduct outbound calls to external customer base.
- Responsible for penetrating and growing market share of assigned accounts.
- Accountable for increasing customer retention.
- Sell, via the phone and other media, all major product categories through the presentation of new products, services, ideas, uses, and applications to meet all established sales and profit objectives.
- When necessary, perform merchandising research of product discounts, product services information, special offers and/or company promotions.
- Maintain product information and prices, merchandising materials, call lists and lead lists to enhance sales activities through planning activities based on accurate and precise information.
- Complete and up-date all applicable sales forms and call reports to ensure a complete and timely flow of sales information.
- When possible, sell excess and/or obsolete inventory items, as identified, through special customer contacts and sales techniques to reduce product waste and unsatisfactorily high inventory levels.
- Work with Sysco specialists, manufacturing representatives, and brokers in supporting company promotions or obtaining information on products or services.
- Participate in informational seminars, learning-based meetings, and other sessions to advance individual knowledge of sales techniques, product specifications, and department functions.
- Attend all department sales meetings, as scheduled and participate in other activities as requested.
- Report on industry and market competition as requested and assist with reviewing inventory levels.
- Promote positive working relationships with all internal and external customers.
- Perform related duties as assigned.
QUALIFICATIONS
Education
- High school diploma or General Education Development (GED) or equivalent combination of education and experience.
Experience
- 1-3 months' related experience and/or training.
- 1 -2 years' experience in a customer service level position.
Professional Skills
- Ability to maintain or improve the relationship between customer and Sysco.
- Working knowledge of all product categories sold to drive the penetration of existing accounts.
- Solid telephone communication skills.
- Strong interpersonal skills.
- Some knowledge of salesmanship techniques, marketing principles and product lines sold by Sysco, necessary inter-department communications related to certain sales, credit, and customer service activities, Sysco credit terms and general finance terminology/concepts, and book-keeping activities.
- Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Capable of reading and comprehending simple instructions, short correspondence, and memos.
- Effectively present information and respond to questions in one-on-one and small group situations to customers, clients, managers and other employees of the organization.
- Can add and subtract two digit numbers and to multiply and divide with 10's and 100's.
- Perform these operations using units of American money and weight measurement, volume, and distance.
- Apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
- Deal with problems involving a few concrete variables in standardized situations.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- Regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear.
- Occasionally required to stoop, kneel, crouch, or crawl.
- The employee must occasionally lift and/or move up to 25 pounds.
The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Customer Service - Bank
Posted today
Job Viewed
Job Description
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 haveRequired 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
Customer Service - Bank
Posted today
Job Viewed
Job Description
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 haveRequired 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
Customer Service - Bank
Posted today
Job Viewed
Job Description
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 haveRequired 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
Customer Service - Bank
Posted today
Job Viewed
Job Description
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 haveRequired 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
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Customer Service - Bank
Posted today
Job Viewed
Job Description
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 haveRequired 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
Customer Service - Bank
Posted today
Job Viewed
Job Description
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 haveRequired 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
Customer Service - Bank
Posted today
Job Viewed
Job Description
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 haveRequired 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