Account Services Representative (Remote-San Antonio)

SWBC Professional Employer Services V; United States; Remote; USD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance

Employee engagement activities andaw

Job summary

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

You will assist borrowers with consumer lending products and submit loan applications, helping them manage payments.

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.

Responsibilities

• Make outbound calls to and take inbound calls from clients to promote lending and related products offered by SWBC's business partners and client; follow department scripting and use appropriate phone etiquette to achieve goals.
• Update call results and enter pertinent information into SWBC and FI databases, maintaining records of all customer contacts.
• Receive and place product support calls to ensure SWBC's services meet market expectations while leveraging SWBC's solutions suite.
• Participate in department meetings or product/technique training as directed by management.

Skills

Interpersonal skills

Organizational skills

Detail oriented

Multitasking

Stamina under pressure

Education

High School Diploma or GED

Tools

MS Excel

MS Access

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

*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.