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SWBCSW

Customer Service Representative

SWBC is a diversified financial services company founded in 1976, offering a variety of services to individuals, businesses, and financial institutions.

SWBC

Employee count: 1001-5000

United States only

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SWBC is seeking a talented individual to provide customer service in a fast paced, inbound call center environment for Financial Institutions. They will assist with account inquiries, basic transactions (transferring funds, making loan payments, etc.), Online Banking assistance, Card Services, assist with debit card fraud alerts, gathering information for loan applications and any additional duties assigned by management.

Why you'll love this role:
In this role, you will have the opportunity to interact with callers, provide excellent customer assistance and meet the client expectations by providing requested information and/or a solution to the callers inquiry.

Essential duties include the following:

  • Resolves inbound calls regarding routine financial questions, inquiries and/or problems on the status of accounts, suspicious transactions, making transfers, payments, or fraud.
  • Responsible for meeting or exceeding quality expectations to ensure customer satisfaction.
  • Adheres to schedule, ensuring promptly logged into the system and available for calls.
  • Responsible for handling the calls effectively and efficiently, multi-tasking to meet the average handle time expectations of the calls.
  • Handles most complex calls with minimal assistance. Helps in and/or refers high-level, complex questions, problems or client complaints to appropriate resources to ensure customer satisfaction.
  • Performs other duties/campaigns assigned by management.

Serious candidates will possess the minimum qualifications:

  • High School Diploma or equivalency.
  • Some college course work in Business, Management, Communications, Marketing, related field or equivalent experience preferred.
  • Minimum one to two (1-2) years of in-bound, out-bound or other related call center, telemarketing or related experience in insurance or banking environment, preferred.
  • Strong written and verbal communication skills.
  • Able to remain professional and courteous in all interactions with SWBC clients and staff.
  • Able to effectively multi-task.
  • Able to operate a computer and basic office equipment.
  • Able to type 40 WPM accurately.
  • Able to operate a 10-key calculator by touch.

SWBC offers*:

  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

About the job

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Posted on

Job type

Full Time

Experience level

Entry-level

Location requirements

Hiring timezones

United States +/- 0 hours

About SWBC

Learn more about SWBC and their company culture.

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SWBC is a comprehensive financial services firm headquartered in San Antonio, Texas, established on April 1, 1976. The company operates under the guiding principles of exceptional customer service and a strong client-first approach. With a diverse array of services, SWBC caters to individuals, businesses, and financial institutions, delivering innovative solutions tailored to meet the distinct needs of each client.

Our offerings encompass personal and business insurance, including life and event insurance, mortgages, and wealth management services. This comprehensive suite of products allows us to address the complex financial challenges that affect both household and commercial interests across the nation. Additionally, we provide bespoke financial solutions through our various subsidiaries, ensuring that our clients receive the highest quality products and support necessary to succeed in their financial endeavors.

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SWBC

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