Account Services Representative (Remote-San Antonio)

037 AP Account Services LLC; Texas; Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance

Education & career certifications

Job summary

SWBC is seeking a talented inside sales professional to handle inbound and outbound calls regarding the availability and suitability of financial products and services. The role includes updating call results and recording customer contacts while generating new business or servicing existing clients.

You will help borrowers with consumer lending products, submit loan applications, and assist with payments, leveraging your customer service skills to contribute to SWBC's mission of excellent

Qualifications

• Minimum 6 months of inbound calling experience or related experience.
• Experience with consumer lending is preferred.
• Proficiency with MS Excel, MS Access and related programs.
• Strong interpersonal and organizational skills.

Responsibilities

• Make and receive outbound/inbound calls to promote lending and related products.
• Update call results and record customer contacts in databases.
• Assist borrowers with payments and loan applications.
• Participate in meetings and training as directed by management.

Skills

Inbound calling

Customer service

MS Excel

MS Access

Multitasking

Detail oriented

Education

High School Diploma or GED

Job description

SWBC is seeking a talented individual to perform inside sales, placement, and service of SWBC and client's financial products by facilitating inbound/outbound calls regarding availability and suitability of products/services. This role updates call results and records all customer contacts as well as produces new business or services existing customers/clients.

Why you'll love this role:

In this role, you will help borrowers with consumer lending products as well as submit loan applications. You will be able to interact with customers by assisting them with their payments and your customer service skills will directly contribute towards SWBC's Mission to provide excellent customer service.

Essential duties include the following:

• Makes outbound calls to and takes inbound phone calls from various financial institutions’ clients utilizing effective telephone sales techniques and principles while meeting call and department service levels.
• Makes outbound calls to and takes inbound phone calls to promote lending and related products offered by SWBC’s business partners and client; and follows department scripting and uses appropriate phone etiquette, rejection rebuttals, active listening and other communication techniques to achieve project goals.
• Updates call results and enters any other pertinent information into both SWBC and the appropriate FI’s databases by maintaining records of all customer contacts.
• Receives and places product support calls and contacts to ensure SWBC's services meet market place and contract expectations while leveraging SWBC's business solutions suite.
• Participates in department meetings or product/technique training as directed by management team.

Serious candidates will possess the minimum qualifications:

• High School Diploma or GED.
• Minimum of six (6) months of inbound calling experience which includes updating call results, receiving and placing support calls, or other related experience required.
• Consumer lending experience preferred.
• Strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs.
• Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
• Excellent interpersonal and organizational skills.
• Detail oriented and be able to multitask.
• Able to sit for long periods of time assisting with telephone calls or other related duties.
• Able to stoop, kneel, and lift 10-20 lbs. of files or other documents.

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

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.

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 through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.