SWBC

Client Support Representative

SWBC  •  Monterrey, MX (Onsite)  •  21 days ago
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Job Description

SWIVEL 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 and managing support lines. The Representative is responsible for verifying and updating Auto Pilot product information.

Why you'll love this role:

This role is a great opportunity to utilize your customer service knowledge with a NO collection approach when speaking to the customers. You will be able to interact with customers by assisting them with their payments. Your customer service skills will directly contribute toward SWIVEL’s Mission to provide excellent customer service.

Essential duties include the following:

  • Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner and assisting with questions regarding reports.

  • Handles support Line to provide assistance and training in to include assisting with procedures, inquiries, and problem resolution.

  • Performs time-sensitive ECM reconciliation for clients.

  • Resolves inbound and makes outbound service calls regarding all Auto Pilot Products, inquiries and/or problems on the status of transactions through all Auto Pilot Products.

  • Services complex calls, questions or problems from Auto Pilot clients and SWIVEL users. If necessary, refers unique, highly complex problems to appropriate resources to resolve system related defects.

  • Creates internal management reports; and assists in special projects as needed.

Serious candidates will possess the minimum qualifications:

  • Some college preferred or equivalent work experience.

  • Minimum two to three (2–3) years of coordinating the client support of company products, high-level customer service or other related experience in a financial institution or call center.

  • Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.

  • Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.

  • Working knowledge of personal computers to include MS Word, Excel and Internet.

  • Able to sit for long periods of time while executing computer applications, responding to customer correspondence, or providing assistance to team members.

  • Able to lift 10 - 20 lbs. of binders, paper, and/or file.

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

SWBC

About SWBC

Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations.

What separates us from the rest:

• We’re dedicated to security.

• We consistently invest in technology.

• We invest in our team members.

• We have a strong marketing team.

• We’re a relationship-based company.

Follow us, and let’s move Forward. Together.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
San Antonio, TX
Year Founded
1976
Website
swbc.com
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