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About this Customer Service Representative (Banking Services) role at SWBC

SWBC · Onsite · Monterrey, NL
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.

Additional Information:

    

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

  

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

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About SWBC

Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit

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