Client Service Representative

Customer Service Representative

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:

• High School Diploma or GED required.
• 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.
• Working knowledge of insurance coverage and procedures.
• Strong orientation to detail and ability to maintain accuracy in processing loan information and detecting discrepancies.
• Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
• Strong computer and keyboard skills which includes MS Word and Excel.
• Able to stoop, kneel, and sit for long periods of time while processing and/or providing support to the Financial Institutions.
• 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

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

Please note, SWBC does not hire tobacco users as allowed by law.