Customer Service Representative (Banking Services)

SWBC•San Antonio, TX

About The Position

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.

Requirements

High School Diploma or equivalency.
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.

Nice To Haves

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.

Responsibilities

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.