Client Service Field Representative

SWBC is seeking a talented individual to provide on-site representation and administration of the day-to-day operations of the Loan Risk Management Program and other SWBC product lines for assigned financial institution(s).

Essential duties include the following:

• Interacts with key financial institution staff members, including senior management, and the SWBC Customer Service management team to ensure efficient and effective operation of the Loan Risk Management Program to include, but not limited to, the communication of service enhancements.
• Resolves inbound and makes outbound service calls (agents) regarding collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by borrowers/members, financial institutions and insurance agents by researching, verifying, updating loan insurance information and documenting the affected account’s history file.
• Handles complex calls with minimal assistance from Service Center personnel (lapses, waives, BIC’s, and the like); and provides assistance in and/or refers high-level, complex questions, problems or client complaints to appropriate resources to ensure customer satisfaction.
• Performs time-sensitive account maintenance before and after account processing cycles.
• Enters updates to pertinent insurance data from Document Management System or FAX into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures.
• Depending on products contracted with each Financial Institution, other duties may include coordinating with SWBC Claims Department to initiate the claims process, Title processing services, GAP and MMP services, and/or Credit Life and Disability.
• Performs data processing/customer service functions in support of the financial institution Loan Risk Management Program with the highest degree of accuracy, quality and efficiency.
• Stays abreast and learns all of the product accounts for Loan Risk Management.

Serious candidates will possess the minimum qualifications:

• Bachelor’s Degree in Business, Management, Communications, Marketing, related field or equivalent experience.
• Experience regarding in-bound, out-bound, call center, telemarketing, customer service, or related knowledge preferred. Experience in a banking environment preferred.
• Excellent interpersonal, organizational and telephone etiquette skills.
• Excellent communication skills (both written and oral).
• Working knowledge of personal computers to include MS Word, Excel and Internet.
• Working knowledge of general office equipment such as fax machines, scanners, and copy machines.
• Self-starter and work independently under minimal supervision.
• Able to type 30 wpm accurately.
• Able to lift and carry 10-20 lbs. of documents and other records.
• Able to travel locally by car.

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 

Additional Information:

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

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

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