Customer Service Representative

Yesterday

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Logo of SWBC

SWBC

Finance • Insurance • Real Estate

SWBC is a diversified financial services company offering a wide array of products and services to individuals, businesses, and financial institutions. Products include various types of insurance, such as life, property, and vehicle insurance, as well as commercial insurance solutions. The company also provides extensive investment services, wealth management, and retirement planning. Additionally, SWBC offers lending services, including mortgage loans, and operates within the real estate sector providing commercial property development and insurance solutions. They emphasize client-first strategies and have initiatives for employee benefits and outsourced HR services.

1001 - 5000 employees

Founded 1976

💸 Finance

🏠 Real Estate

📋 Description

• Provide customer service in a fast paced, inbound call center environment for Financial Institutions • Assist with account inquiries, basic transactions (transferring funds, making loan payments, etc.) • Provide Online Banking assistance • Manage Card Services and debit card fraud alerts • Gather information for loan applications • Resolve inbound calls regarding routine financial questions, inquiries and/or problems • Make transfers, payments, or handle fraud • Meet or exceed quality expectations to ensure customer satisfaction • Log into the system and be available for calls • Handle calls effectively and efficiently, multi-tasking to meet average handle time expectations • Handle complex calls with minimal assistance • Refer high-level, complex questions, problems or client complaints to appropriate resources • Perform other duties/campaigns assigned by management

🎯 Requirements

• High School Diploma or equivalency • 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 • 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

🏖️ Benefits

• 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

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