I applied online. The process took 3 weeks. I interviewed at Charles Schwab in Aug 2021
Interview
From the date of applying, I was contacted around 20 days later via email to schedule a phone interview date and time.
The interview was short, 17 minutes, she seemed to be in a hurry and tired (It was early morning, so I understand). She explained the pay and how the job is contingent on passing the licenses, 63 and 7. Then I was asked a few behavioral questions. One of which she forgot and repeated the same question twice.
Overall, a short interview and one that I felt the recruiter lacked the drive to find a good candidate for the position. I was expecting more questions regarding my experience. Anyways, the next day I received an automated email that I was not offered to continue in the process.
I honestly felt I was an amazing candidate and would have loved to take on the role. I guess I'll continue searching. Thank you for the opportunity Charles Schwab.
Interview questions [1]
Question 1
Why are you interested in this role?
Tell me about a time you provided excellent customer service.
Tell me about a time you had to upsell a product/service.
A lot of STAR method questions during the phone screening. Did not pass , although I felt like my answers were good but not great I guess. Anyone know how they rate?
Interview questions [1]
Question 1
I think one was tell me about a time you dealt with a difficult task?
I applied online. The process took 4 weeks. I interviewed at Charles Schwab (Orlando, FL) in Mar 2026
Interview
Applied at the end of January, by second week of Feb I had phone interview, they moved me to another time since i wasn't able to start for March, but May (which initially i thought HR was not going to follow up and were going to discard my application). Went to second interview in person first week of March and HR called me the same day they wanted me. Process was long because of me, but if it wasn't like that, it would have only took 3-4 weeks. They contact you pretty fast and give you a bunch of resources to study for the interview, they even give you feedback on the initial screening phone interview at the beginning so you go prepared. They ask you STAR and Non-Star questions so be prepared to answer both. They probably asked me around 3 of each. They realized I like trading, so they asked for my knowledge about the financial markets but questions were not difficult, but don't worry about this, they asked because I put it on my resume literally. Interview lasted a 1hr and 40 min
Transparent. Screening interviewer was upfront that it was an intensive call center role and employees had a minimum 2-year (usually 3) placement before being able to transfer to a different role.
Interview questions [1]
Question 1
Roughly: how are you at dealing with angry customers?