Customer Service Representative (Banking Services)
Apply NowLocation:
Remote Site - TX, TX, US
Company:
SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
Summary:
The applicant will provide customer service in an inbound call center for financial institutions, assisting with account inquiries and transactions. A high school diploma and 1-2 years of call center experience in banking or insurance are preferred.
Requirements:
Experience: 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.
Job Description:
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.
