Account Services Representative (Remote-San Antonio)

SWBC•Remote Site - TX, TX

4d•Remote

About The Position

SWBC is seeking an Account Services Representative to perform inside sales, product placement, and service for SWBC and client financial products. The role facilitates inbound and outbound calls to discuss product and service availability and suitability, records customer contacts and call results, generates new business, and services existing customers and clients. The representative helps borrowers with consumer lending products, submits loan applications, and assists customers with payments. The position contributes to SWBC’s customer service mission through direct customer interactions.

Requirements

High school diploma or GED.
At least six months of inbound calling experience, including updating call results, receiving and placing support calls, or related experience.
Strong working knowledge of personal computers, including MS Excel, MS Access, and related programs.
Ability to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
Excellent interpersonal and organizational skills.
Detail-oriented and able to multitask.
Able to sit for long periods while assisting with telephone calls or performing related duties.
Able to stoop, kneel, and lift 10–20 pounds of files or other documents.

Nice To Haves

Consumer lending experience.

Responsibilities

Make outbound calls and take inbound calls from clients of various financial institutions using telephone sales techniques while meeting call and department service levels.
Promote lending and related products offered by SWBC’s business partners and clients, following department scripts and using appropriate phone etiquette, rejection rebuttals, active listening, and other communication techniques.
Update call results and enter pertinent information into SWBC and financial institution databases, maintaining records of customer contacts.
Receive and place product support calls and contacts to help ensure SWBC services meet marketplace and contract expectations while using SWBC’s business solutions suite.
Participate in department meetings and product or technique training as directed by the management team.
Assist borrowers with consumer lending products, submit loan applications, and help customers with payments.