Position Details
About this role
This role provides phone-based customer service to Charles Schwab Bank clients. You will handle a high volume of inbound calls and support clients with core banking products including deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.
Key Responsibilities
- Deliver outstanding customer service to Charles Schwab Bank clients
- Field 40-60 inbound calls every day
- Provide subject matter expertise on deposit accounts
- Support online account management and bill pay, money movement, mobile banking, and debit cards
- Use multiple computer applications and dual monitors in a phone-based environment
Technical Overview
The technical scope is primarily support tooling and workstation setup: use multiple computer applications and dual monitors while answering inbound calls. The role focuses on applying banking product knowledge rather than building software or performing advanced IT tasks.
Ideal Candidate
The ideal candidate is an entry-level customer service professional comfortable handling 40-60 inbound calls per day and providing product knowledge for deposit accounts, bill pay, money movement, mobile banking, and debit cards. They can communicate clearly while using multiple computer applications on a phone-based support floor with dual monitors.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to field 40-60 inbound calls every day, Must be able to provide subject matter expertise for deposit accounts, bill pay, money movement, mobile banking, and debit cards, Must be comfortable using multiple computer applications and dual monitors in a phone-based role
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile