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You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
$61,700 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
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Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. Previous customer service experience. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
$54,200 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
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Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.
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The Financial Specialist is a pivotal driver of exceptional in-branch customer experiences, with a primary goal of driving investment revenue. Provide guidance and support to junior Universal Bankers, imparting knowledge about investment and retirement services and increasing investment referrals in the branch footprints.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Customer Service role is similar to Entry Level Customer Service, Contact Center Representative, Customer Service Representative and Customer Support Representative roles.
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A Financial Services Representative (FSR) supports sales and service delivery by floating to different branches within a market. Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
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A Financial Services Representative (FSR) supports sales and service delivery in the branch. Preferred Area of Experience: Financial services sales, telephone sales. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests.
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People coming from many different experiences have found tremendous success here at Charles Schwab. Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions.
$57,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We have multiple Spanish teams in Albuquerque NM. and Westlake TX. that provide financial support to our customers world-wide. In this Customer Service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
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