Customer Service Representative (Banking Services)

SWBC Mexico; Monterrey; Presencial; MXN 180.000 - 240.000; Jornada completa

Descripción de la vacante

SWBC Mexico is seeking a customer service professional to join our fast-paced inbound call center supporting financial institutions in Monterrey. You will assist with account inquiries, basic transactions, online banking, card services, and loan information.

The role emphasizes clear communication, accuracy, and the ability to multi-task, with duties including handling calls, resolving routine questions, and escalating complex issues to the right resources.

Formación

• High School Diploma or equivalency.
• Some college coursework in business, management, marketing or related field preferred.
• 1–2 years of inbound/outbound call center or related experience in insurance or banking environments preferred.
• Strong written and verbal communication skills.
• Able to type 40 WPM accurately.
• Able to operate a computer and basic office equipment.

Responsabilidades

• 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 to appropriate resources to ensure customer satisfaction.
• Performs other duties/campaigns assigned by management.

Conocimientos

Inbound calls

Customer service

Communication skills

Typing 40 WPM

Multitasking

Educación

High School Diploma or equivalent

Some college coursework in business/management/marketing

Descripción del empleo

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.