Charles Schwab Interview Questions & Reviews in San Francisco, CA
Getting an Interview
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Program Manager Interview (Positive Experience; Difficult Interview)
I applied online and the process took 2 weeks - interviewed at Charles Schwab in April 2010.
Interview Details – Open and honest process - with clear communications of challenges and opportunities to be expected. Second interview included a round of introductions with other team members
Interview Question – Extremely detailed case study questions: imagine situation A, with players R, S, and T; in meeting with players, what exactly would you say? Answer Question
Customer Service Representative Interview (Neutral Experience; Difficult Interview)
I interviewed at Charles Schwab in March 2010.
Interview Details – The process was very hard, they asked a ton of questions. know your stuff.
Interview Question – When you last checked the stock market Answer Question
Human Resources Manager Interview (Positive Experience; Average Interview)
I applied through other source - interviewed at Charles Schwab in October 2009.
Interview Details – I was located out of state and planning to relocate for the job so I had several phone interviews before a final in person interview. I interviewed with the hiring manager and at least 4 people on the team via phone. Some of the interviews with the team had 2 people on the line so it was very difficult to know who was asking the questions and to know who was answering my questions. I was flown out for the final interview with the VP of the group and it was a great experience, the team had already decided they liked me so they were basically giving me advice on what to say and not to say to the VP. They also had cookies brought in.
Negotiation Details – I did not negotiate but in retrospect, would recommend that you negotiate.
CSQ Interview (Positive Experience; Average Interview)
I applied through a staffing agency - interviewed at Charles Schwab in January 2009.
Interview Details – Staffing Agency contacted me. Interview in a few days. Phone call, and then 1:1.
Interview Question – Nothing very difficult or unexpected. Much like Fidelity, the onus is on the team experience and ability to be a team player. View Answer
Negotiation Details – Very narrow nregotiation room.
Vice President Ebusiness Technology Interview (Positive Experience; Difficult Interview)
I applied online and the process took 5 weeks - interviewed at Charles Schwab in April 2009.
Interview Details – 5 rounds of interviews: 1. HR prescreen - phone; 2. HR interview - in person; 3. Peer, potential staff and customers - in person - all day; 4. Hiring manager - 1 hour; 5. Executive VP - 1 hour over lunch.
Interview Question – Asked questions about Interactive Voice systems - would be responsible for that portion of the business along with others. View Answer
Negotiation Details – The offer was higher than I expected so negotiation was not part of the hiring process. Schwab pays well.
Executive Assistant Interview (Positive Experience; Difficult Interview)
I applied through an employee referral and the process took 1+ week - interviewed at Charles Schwab.
Interview Details – The position came to my attention as a referral from a colleague who had worked a Charles Schwab. She put me in contact with her friend who in turn put me in contact with the hiring manager. I had a phone interview with HR which went very well. She was very nice and asked basic questions about my work history and my style of organization. After the interview was complete I was schedule to have another phone interview with a manager within the department. He was out of San Diego but worked closely with the San Francisco office. It lasted about 45 minutes. He was also very nice. Third I was scheduled to have a panel interview with the two EVP's that I would be supporting and their current assistant. This lasted about 3 hours. All of the questions were about my history and also what if's. They wanted to know how I would work with others and what I would do if someone tried to "pull rank" to go against the directors' wishes. Overall everyone was very nice and it was an enjoyable process.
Interview Question – If you saw a process that could be improved, but the senior staff liked the way it was done, how would you move forward? Answer Question
Senior Software Engineer Interview (Positive Experience; Difficult Interview)
I applied online and the process took 1+ week - interviewed at Charles Schwab in April 2013.
Interview Details – First there is phone screening with human resource recruiter, asking generic questions about my job experience and skill sets to make sure it fits the job description. Then there is the phone interview with the hiring manager which goes deeper into the resume items and there were questions on items that were of special interest to him. Finally, there were in-person interviews with 6 people (including hiring manager).
Interview Question – A technical question was asked about the SQL needed to address a specific problem statement and was expected to give the exact syntax for the solution Answer Question
Senior Manager, Data Analytics Interview (Positive Experience; Easy Interview)
I applied online and the process took 4+ weeks - interviewed at Charles Schwab in February 2013.
Interview Details – Overall it was a normal process. Met 8 people in total spread out in two afternoons. The questions they asked are all what expected for a analytics position.
Interview Question – The interviewer with the most seniority (VP) expressed concern over my relatively shorter tenure ( average of 2-3 years) from my previous jobs, although I have been with my current company for almost 4 years. Not surprising, since the range of tenure among the 8 people I met is 8 to 25 years. Don't know if long tenure is CS culture, but at least in this department it is. Answer Question
Senior Marketing Manager Interview (Positive Experience; Difficult Interview)
I applied through other source and the process took 1 week - interviewed at Charles Schwab in November 2012.
Interview Details – Note: this was for a contract position. I had a phone screen with a person at my level and also a managing director. Then I went in for an in-person interview. I was required to answer a large amount of questions and provide writing samples in the interview (and I was given less than 24 hours to complete the "homework"). One hour after I left the interview, I received an email asking if I wanted the contract.
Interview Question – Overall there was no difficult question but the interview "homework" I was expected to complete was rather tedious. I was required to look at their website and their YouTube channel and develop a strategy around their retirement products. Answer Question
Negotiation Details – There were no negotiations as this was a contract with an hourly wage.
Very Easy Interview
Program Manager Community Services Interview (Neutral Experience; Very Easy Interview)
I applied online and interviewed at Charles Schwab.
Interview Details – Received a phone call from a recruiter who expressed interest in my resume. The recruiter scheduled a 30 minute phone interview to discuss my qualifications further. The recruiter informed me that my information was being forwarded to the hiring manager. I have yet to receive any further contact.
Interview Question – None Answer Question