Client Service Representative (Onsite)

swbc; Shavano Park (TX); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance

Employee engagement activities

Job summary

SWBC seeks a professional to provide internal and external customer service support, including relationship management and daily interaction with financial institutions. The role handles escalated issues, supports the no-tie line, and verifies loan information, ensuring accuracy and timely responses.

Ideal candidates have 1–2 years in coordinating product implementations and high-level customer service, with proficiency in MS Word and Excel.

Qualifications

• Excellent interpersonal, organizational, communication (written and verbal) and telephone etiquette skills.
• Strong detail orientation with accuracy in processing loan information and discrepancies.
• Proficient computer skills including MS Word and Excel.

Responsibilities

• Provide internal and external customer service support, including relationship management and daily interaction with financial institutions.
• Handle escalated or time-sensitive issues and assist with questions regarding reports and Focus Net.
• Manage support line, train in data entry and procedures, and conduct problem resolution.
• Perform time-sensitive account maintenance around processing cycles and resolve inbound/outbound inquiries on loan insurance status.

Skills

Interpersonal skills

Organizational skills

Communication skills

Telephone etiquette

Education

High School Diploma or GED

Tools

MS Word

Excel

Job description

SWBC is seeking a talented individual to provide internal and external customer service support to include: relationship management, daily interaction with the financial institutions, handling complex questions or problems, managing support line, and verifying and updating loan information.

Essential duties include the following:

• Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner. Assists Financial Institutions with questions regarding reports and Focus Net.
• Handles Support Line to provide training in data entry, CoTrak or other Service Center procedures to include assisting with procedures inquires and problem resolution.
• Performs time-sensitive account maintenance before and after account processing cycles.
• Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by financial institutions by researching, verifying, updating loan insurance information and documenting the affected account's history file.
• Services complex calls, questions or problems from the Customer Service Staff to include refers, when necessary, unique, highly complex calls to appropriate resources to ensure customer satisfaction.
• Creates internal management reports; and assists in special projects as needed.

Serious candidates will possess the minimum qualifications:

1. High School Diploma or GED required.
2. Minimum of one to two (1-2) years in coordinating the implementation of company products and procedures and high-level customer service or other related experience in an insurance or banking environment.
3. Working knowledge of insurance coverage and procedures.
4. Strong orientation to detail and ability to maintain accuracy in processing loan information and detecting discrepancies.
5. Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
6. Strong computer and keyboard skills which includes MS Word and Excel.
7. Able to stoop, kneel, and sit for long periods of time while processing and/or providing support to the Financial Institutions.
8. Able work under sometimes stressful conditions while maintaining professionalism and enthusiasm.

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.